Newbies CyberJ Posted January 24, 2005 Newbies Share 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. Link to comment Share on other sites More sharing options...
Vaughan Posted January 24, 2005 Share 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. Link to comment Share on other sites More sharing options...
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