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wdisneymom

By wdisneymom
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wdisneymom Contributor

wdisneymom

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I have a database with 2 tables..one is all infO of my clients and the other table is Case notes" The second table contains 4 fields..lastname, firstname, date and case note.

What is the best way to call up a client record and also bring in their case notes? [email protected]

dkemme Proficient

dkemme

Posted
Posted

If lastname, firstname is also in the table clients, create a relationship to lastname and firstname. Better yet, get rid of lastname, firstname in case notes and create a unique number ID called ClientID in client table. Then each case note would have ClientID, Date and Note in the table and have the relationship to ClientID. That way, when a name changes in client table, you won't lose your link to that persons case notes.

bikergeek Enthusiast

bikergeek

Posted
Posted

In case the above is not clear, on your layout in Info, include the field CaseNotes::case_note from the table CaseNotes. If that table is related by client ID as transpower suggests, then when you are looking at the record for a client, the case note record with the matching ID will supply the value for the field.

LaRetta Grand Master

LaRetta

Posted
Posted

Transpower said ...Put the case note field directly on the layout for the client.

"Case notes" - Multiple. And wdisneymom repeated "noteS twice in the original post.

It is important to read the posts carefully ... they provide the ONLY clues we have when determining how best to assist.

A quick scan (without reading the post carefully looking for clues) will result in advice not even matching the question. Should we need to be detectives? Yes. Because many of those posting don't understand what they need to convey to us - but WE know.

A half-considered response (without giving it proper thought of the BEST solution) is worse than no response at all because the postee will head off in wrong directions - trusting that we know what we're talking about. It wastes time and resources. Should we think through the best solution (as we know it)? Yes. And I won't even go into why that is important. Not only will it provide them the best possible answer but we might even learn something new in the process!!!!shocked.gif

Transpower, another clue was the Forum it was posted in ... portals.

wdisneymom, yes, you will need a portal to display these notes in your main table. A beautiful explanation of how to handle Notes was just posted today by Fenton here

I hope you related your Notes to your Clients on a unique ID. You can also search FM Forum for more examples or I (or many others) would be happy to provide a demo file for you.

LaRetta wink.gif

transpower Mentor

transpower

Posted
Posted

WDisneymom: Clarify for us whether "case notes" means one record or multiple records--it's a little ambiguous, but LaRetta could well be right, in which case my answer would be different.

transpower Mentor

transpower

Posted
Posted

WDisneymom: Clarify for us whether "case notes" means one record or multiple records--it's a little ambiguous, but LaRetta could well be right, in which case my answer would be different.

transpower Mentor

transpower

Posted
Posted

WDisneymom: Clarify for us whether "case notes" means one record or multiple records--it's a little ambiguous, but LaRetta could well be right, in which case my answer would be different.

wdisneymom Contributor

wdisneymom

Posted
  • Author
Posted

I have done all that has been suggested and still can't get my portal for my case notes to relate to the client nothing comes up in the portal which is based on my case notes field and table

wdisneymom Contributor

wdisneymom

Posted
  • Author
Posted

I have done all that has been suggested and still can't get my portal for my case notes to relate to the client nothing comes up in the portal which is based on my case notes field and table

wdisneymom Contributor

wdisneymom

Posted
  • Author
Posted

I have done all that has been suggested and still can't get my portal for my case notes to relate to the client nothing comes up in the portal which is based on my case notes field and table

-Queue- Grand Master

-Queue-

Posted
Posted

The portal should be using a relationship based on the matching client ID fields, not the case notes field. If it is already, make sure there is actually data in the client ID field in both tables and that there is at least one matching pair for the current record.

-Queue- Grand Master

-Queue-

Posted
Posted

The portal should be using a relationship based on the matching client ID fields, not the case notes field. If it is already, make sure there is actually data in the client ID field in both tables and that there is at least one matching pair for the current record.

-Queue- Grand Master

-Queue-

Posted
Posted

The portal should be using a relationship based on the matching client ID fields, not the case notes field. If it is already, make sure there is actually data in the client ID field in both tables and that there is at least one matching pair for the current record.

This topic is 7196 days old. Please don't post here. Open a new topic instead.

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