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Please Help! Will solve several problems for me.


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Hello,

Any help???

I am trying to develop a project manager for sales reps. Basically, When a customer says they want to set up an account there are a series of tasks that need to be done for that client to be set up and handled properly.

Tables

CustomerTable-Contains customer info

TaskTemplate-contains the Master task List that need completed for every customer

CustomerTaskData-contains the tasks for each customer.

Basically, whenever a customer says yes, we need to copy all of the tasks from the TaskTemplate Table into the CustomerTaskData Table so that they are connected via the customer number. Then we can track on a customer by customer basis that every task is getting done.

What would be the best way to handle this?

Thank you for your help.

FileMaker Version: Server 7

Platform: Windows 2000

FileMaker Version: Server 7

Platform: Windows 2000

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When you don't get responses to your post, it's a good sign your post doesn't makes sense or doesn't provide enough info. No need to post a duplicate, just extrapolate on the existing topic.

How many "Tasks" are you talking about? Do they change over time or are they always the same?

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I am sorry. If you don't understand, can you tell me what you do not understand?

I will actually post this in the relationship forum. Maybe this is the wrong one.

Thank you for your help.

jason

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This topic is 6492 days old. Please don't post here. Open a new topic instead.

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