Newbies CyberJ Posted January 24, 2005 Newbies Posted January 24, 2005 Just want to get clear that I am new to Filemaker Pro. I have developed a database similar to a CRM application, one of the problems that I am having is that I want to be notified when a lead is due for contact. I have the database setup to use the following fields: Contact Date = Last contact when lead Contact Days = Dates for leads next contact Contact Status = Due or OK If the current date is 24/01/05 and the lead was contacted on the 10/01/05 and the contact days were set to 5, the contact status was be equal to Due. Contact Status has the following calculation value, If((Get ( CurrentDate )> ld_Last Contact Date+ld_Contact Days);"Due";"OK") The value works fine of the contact days are manually changed, but it is not checking automatically! What do I have to do to get this working correctly? Thanks for any help.
Vaughan Posted January 24, 2005 Posted January 24, 2005 Make a script that performs a find for all contact records that the date for next contact is equal to or before the current date. (This assumes that once a contact has been made the "next cpontact date" is always incremented into a future date.) If any records are found, list the records and show a custom dialog. If no records are found, show all records and follow the normal file opening process.
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