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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I'm a little unclear on what exactly you're looking for. It looks like you're trying to do a find on seperate files at the same time, including unrelated records. Is that correct?

To save a find, you basically need to use Scriptmaker. You can either perform the find manually and then save it within the "Find[Restore]" script step, or you can have scriptmaker walk through the steps of the find.

A key point, if you can't perform the find manually, you won't be able to do it with Scriptmaker.

Posted

You may need to combine a Find with some kind of looping Omit script. In contacts, you could have a calculation, I'll call it Crusty:

Max(SALES DETAIL::invoice date) less.gif (Status(CurrentDate) - 60)

Now, script a Find in contacts for Active.

Then, script a loop like so:

Loop

. If(folder sheet::Maintenance) or not Crusty

. . Omit

. Else

. . Go to Record (Next, exit after last)

. End If

End Loop

That should leave you with all your Active, non-maintenance contacts who have not done business recently. Now I take it you will mark them Inactive!

This topic is 8280 days old. Please don't post here. Open a new topic instead.

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