Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×
The Claris Museum: The Vault of FileMaker Antiquities at Claris Engage 2025! ×

This topic is 7351 days old. Please don't post here. Open a new topic instead.

Recommended Posts

  • Newbies
Posted

Somehow I volunteered to build a contact list and integrated production order database for my company...wise idea...

I've managed to build and integrate almost everything, from existing templates included with FMP 6, but have one problem.

In the contact database, I have two fields that I would like to work together. When someone enters a company name for a contact, I would like that company name if not yet entered into the database to recieve a customer number in the form of a 3 digit serial #, such as 001, 002, 003, and so on. But for instance if a contact is entered, and the company has already been entered for a previous contact, I would like that company's corresponding customer number to be automatically entered.

I've played with making a field use serial numbers, but as you can see, I don't need a new serial number for each new contact, only for new company field within the contacts.

Anyone?

Posted

Graycom,

First, Welcome to the forums.

For your situation, you want a Customer file and a Contact file. You will need to have a field for the Customer number in both files. Create a relationship from the Customer file to the Contact file based on the Customer number field and allow the creation (and deletion) of related records in the Contact file.

Next, on a Customer file layout, add a portal to the contact file. Keep in mind that you create a customer/company before creating the contact. Whenever you need to add a contact, you enter that info via the portal on the customer file layout.

HTH, Mike

This topic is 7351 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.