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Claris Engage 2025 - March 25-26 Austin Texas ×

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I am trying to create a Contact Management database that also contains a purchase history for each record. I used the Contact Management template and I eliminated the "similars" field. I want to keep a running spreadsheet on each customer in a more elegant way than just a text field. Any suggestions?

Posted

Well, in windows you can use OLE to have a spreadsheet in a container field, but I don't think that's what you really want.

What you should do is create another table for purchases in the database and one of the fields should be a user_id field that will link each purchase to one contact. You could then place a portal on the contact management layout where you could enter individual purchase info into rows of the portal.

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