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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

One table has all my clients and the another table has all the calls I have made. I would like to preform a find that would show me all the clients that I have not called yet.

Posted

Hi Mattg-zzz,

You haven't indicated whether these tables are currently related on ClientID. If not, you can relate them on phone number? Client:Number = Phone:Number. You may wish to use Filter on both sides to produce an exact match if the phone numbers aren't normalized.

Then create a calculation (number) with:

IsEmpty(Phone::Number)

Script to Find uncalled Clients:

Perform Find [Restore ... enter a 1 in your specify find box ]

If the tables are currently related on ClientID, just use IsEmpty(Phone::ClientID)

LaRetta wink.gif

Posted

If they both contain the ClientID, that would be best to use; saves creating additional fields. But you can relate on phone number. You would create your Number keys as:

Phone Number = Filter(Number; "0123456789")

Then relate on that. This strips any '-' or "()", etc. which might differ between the two sets.

Then just Perform Find on the above calculation, storing a 1 in the Find Request.

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