two questions about layout and adding contacts

[fishbone]

Question 1:

I use FMPro 7 and have a question. Provided the subject matter, you may be able to tell i am new to filemaker. I am building a database that has to add contacts.

Each record has company address, phone numbers, etc.... I also have fields for contact person: Name, Title, Email, Dept, Contact Rank (1,2,3,etc)

I would like to create a button that when clicked, a new contact person with all the contact person fields are duplicated, rank+one, clear fields (no text from the prior contact.) I would like it so that the first three or 4 contacts are visible to the screen, then the rest, if applicable are seen using the scroll bar.

Can someone please get me in the right direction for this?

Question 2:

I use this database to call on potentials. I use a "last call button" that selects and inserts the current date into the "last call field" and into the "database notes field" as well.

I also have a "Next Call button" that i cannot figure out how to perform a calculation.

I would like to be able to click the "next call button" and have a message pop up asking me, "When would you like to place your next call?" with buttons saying, " "1 day", "1 week", 1 month", or "exact date"

Can you please help me with this?

Thank you all for your help!!!

[fishbone]

Question 1:

I use FMPro 7 and have a question. Provided the subject matter, you may be able to tell i am new to filemaker. I am building a database that has to add contacts.

Each record has company address, phone numbers, etc.... I also have fields for contact person: Name, Title, Email, Dept, Contact Rank (1,2,3,etc)

I would like to create a button that when clicked, a new contact person with all the contact person fields are duplicated, rank+one, clear fields (no text from the prior contact.) I would like it so that the first three or 4 contacts are visible to the screen, then the rest, if applicable are seen using the scroll bar.

Can someone please get me in the right direction for this?

Question 2:

I use this database to call on potentials. I use a "last call button" that selects and inserts the current date into the "last call field" and into the "database notes field" as well.

I also have a "Next Call button" that i cannot figure out how to perform a calculation.

I would like to be able to click the "next call button" and have a message pop up asking me, "When would you like to place your next call?" with buttons saying, " "1 day", "1 week", 1 month", or "exact date"

Can you please help me with this?

Thank you all for your help!!!

[fishbone]

Question 1:

I use FMPro 7 and have a question. Provided the subject matter, you may be able to tell i am new to filemaker. I am building a database that has to add contacts.

Each record has company address, phone numbers, etc.... I also have fields for contact person: Name, Title, Email, Dept, Contact Rank (1,2,3,etc)

I would like to create a button that when clicked, a new contact person with all the contact person fields are duplicated, rank+one, clear fields (no text from the prior contact.) I would like it so that the first three or 4 contacts are visible to the screen, then the rest, if applicable are seen using the scroll bar.

Can someone please get me in the right direction for this?

Question 2:

I use this database to call on potentials. I use a "last call button" that selects and inserts the current date into the "last call field" and into the "database notes field" as well.

I also have a "Next Call button" that i cannot figure out how to perform a calculation.

I would like to be able to click the "next call button" and have a message pop up asking me, "When would you like to place your next call?" with buttons saying, " "1 day", "1 week", 1 month", or "exact date"

Can you please help me with this?

Thank you all for your help!!!

[dkemme]

By asking to duplicate the contact person fields, it sounds like you are just adding a new phone call to this contact person. I would suggest creating a table just for phone calls. That way if the contact information ever changes for one of the phone calls, it will be present for all the phone calls. Lets have your present table called Contacts and keep all the fields the same except for the contact. Create a number field called ContactID, make it autoenter for a serial number without modification. Create a new table called PhoneCalls with fields ContactID, Contact, DateOfCall, TimeOfCall... Make DateOfcall and TimeOfCall autoenter with creation date/time. Create a relationship from Contact to PhoneCalls with ContactID, enable creation of new records on the PhoneCalls side. On the layout create a portal with the relationship just created and you will be able to create new phone calls on the fly.

For the NextCall Field, I think a two step method. First create a text field with popup menu of the options you want. Then create a date calculation field that is a case ( NextCall = "1 Week" ; DateOfCall + 7 ;NextCall = "2 Week" ; DateOfCall + 14 ; ..... I guess the exact date option entering the date if all other options fail, bit risky without some error checking.

Good luck

[dkemme]

By asking to duplicate the contact person fields, it sounds like you are just adding a new phone call to this contact person. I would suggest creating a table just for phone calls. That way if the contact information ever changes for one of the phone calls, it will be present for all the phone calls. Lets have your present table called Contacts and keep all the fields the same except for the contact. Create a number field called ContactID, make it autoenter for a serial number without modification. Create a new table called PhoneCalls with fields ContactID, Contact, DateOfCall, TimeOfCall... Make DateOfcall and TimeOfCall autoenter with creation date/time. Create a relationship from Contact to PhoneCalls with ContactID, enable creation of new records on the PhoneCalls side. On the layout create a portal with the relationship just created and you will be able to create new phone calls on the fly.

For the NextCall Field, I think a two step method. First create a text field with popup menu of the options you want. Then create a date calculation field that is a case ( NextCall = "1 Week" ; DateOfCall + 7 ;NextCall = "2 Week" ; DateOfCall + 14 ; ..... I guess the exact date option entering the date if all other options fail, bit risky without some error checking.

Good luck

[dkemme]

By asking to duplicate the contact person fields, it sounds like you are just adding a new phone call to this contact person. I would suggest creating a table just for phone calls. That way if the contact information ever changes for one of the phone calls, it will be present for all the phone calls. Lets have your present table called Contacts and keep all the fields the same except for the contact. Create a number field called ContactID, make it autoenter for a serial number without modification. Create a new table called PhoneCalls with fields ContactID, Contact, DateOfCall, TimeOfCall... Make DateOfcall and TimeOfCall autoenter with creation date/time. Create a relationship from Contact to PhoneCalls with ContactID, enable creation of new records on the PhoneCalls side. On the layout create a portal with the relationship just created and you will be able to create new phone calls on the fly.

For the NextCall Field, I think a two step method. First create a text field with popup menu of the options you want. Then create a date calculation field that is a case ( NextCall = "1 Week" ; DateOfCall + 7 ;NextCall = "2 Week" ; DateOfCall + 14 ; ..... I guess the exact date option entering the date if all other options fail, bit risky without some error checking.

Good luck

[fishbone]

thanx for the next call info. I think i confused you as to the contact information. Let's say I am calling a company and i have no idea who i have to speak to, so I ask who the decision maker is when it comes to buying a product. The operator says you need to speak with "Tom Jones," our vp of purchasing. I want to be able to click a button, "add contact," where all fields are added to the screen in a blank field format (portal): name, direct phone number, email, title, etc.

Then lets say i speak with Tom Jones and he says he is a key influence in buying this product but he needs to get it approved by Willie Nelson, The CEO of the company. Well then i want to add his contact information as well, which would not be the same as Tom Jones, so again I would want another set of blank fields to be added directly underneath the first added contact so i can enter in the other contact info.

Is that the idea you all got from my first post pertaining to what i am ttrying to accomplish?

Thanx,

[fishbone]

thanx for the next call info. I think i confused you as to the contact information. Let's say I am calling a company and i have no idea who i have to speak to, so I ask who the decision maker is when it comes to buying a product. The operator says you need to speak with "Tom Jones," our vp of purchasing. I want to be able to click a button, "add contact," where all fields are added to the screen in a blank field format (portal): name, direct phone number, email, title, etc.

Then lets say i speak with Tom Jones and he says he is a key influence in buying this product but he needs to get it approved by Willie Nelson, The CEO of the company. Well then i want to add his contact information as well, which would not be the same as Tom Jones, so again I would want another set of blank fields to be added directly underneath the first added contact so i can enter in the other contact info.

Is that the idea you all got from my first post pertaining to what i am ttrying to accomplish?

Thanx,

[fishbone]

thanx for the next call info. I think i confused you as to the contact information. Let's say I am calling a company and i have no idea who i have to speak to, so I ask who the decision maker is when it comes to buying a product. The operator says you need to speak with "Tom Jones," our vp of purchasing. I want to be able to click a button, "add contact," where all fields are added to the screen in a blank field format (portal): name, direct phone number, email, title, etc.

Then lets say i speak with Tom Jones and he says he is a key influence in buying this product but he needs to get it approved by Willie Nelson, The CEO of the company. Well then i want to add his contact information as well, which would not be the same as Tom Jones, so again I would want another set of blank fields to be added directly underneath the first added contact so i can enter in the other contact info.

Is that the idea you all got from my first post pertaining to what i am ttrying to accomplish?

Thanx,

[dkemme]

Very easy script should do it, Duplicate Record, set field (FieldToBeErased, "") The "" will set nothing in that field. Repeat the set field for each field to be erased. To get this new record to be visible create a layout with the required info, then view in List view. The new record will be at the bottom of this window.

[dkemme]

Very easy script should do it, Duplicate Record, set field (FieldToBeErased, "") The "" will set nothing in that field. Repeat the set field for each field to be erased. To get this new record to be visible create a layout with the required info, then view in List view. The new record will be at the bottom of this window.

[dkemme]

Very easy script should do it, Duplicate Record, set field (FieldToBeErased, "") The "" will set nothing in that field. Repeat the set field for each field to be erased. To get this new record to be visible create a layout with the required info, then view in List view. The new record will be at the bottom of this window.

[sbg2]

Why copy the fields? Use seperate files or tables to store the contact information for each company, as attached. I think thats what you are looking for.

*** Added to the attachment - the call log feature (partially functional)

[sbg2]

Why copy the fields? Use seperate files or tables to store the contact information for each company, as attached. I think thats what you are looking for.

*** Added to the attachment - the call log feature (partially functional)

[sbg2]

Why copy the fields? Use seperate files or tables to store the contact information for each company, as attached. I think thats what you are looking for.

*** Added to the attachment - the call log feature (partially functional)

Company~Contacts.zip

[fishbone]

yeah, i need to use seperate tables

[fishbone]

yeah, i need to use seperate tables

[fishbone]

yeah, i need to use seperate tables