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Posted

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.

Posted

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.

This topic is 7312 days old. Please don't post here. Open a new topic instead.

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