Jump to content
Claris Engage 2025 - March 25-26 Austin Texas ×

This topic is 7019 days old. Please don't post here. Open a new topic instead.

Recommended Posts

Posted

OK I have 2 files.

File one: contains all data from the customer Contract and all the terms of said contract.

File Two: Contains a billing overview sheet. I need the data from File One to go into File Two.

Now for all the information on who, what, when, where, and why!

File One has 6 Tables.

Ad Table - Contains all ad information from months running, size of ad to number of zones running.

Company Information - All Customer data related to the physical address and sale rep who sold it as well as what magazine it is running in.

Billing Information - All Customers Billing information.

Contact one - All personal data about contract signer used to help in collections. If the need arises.

Credit Card Information - All current credit card data about client.

Contract Information - An over view of the whole physical contract with all fields related to total cost.

Who - I need the person inputting the new client information in File One to be able to hit a save button at end when all tables are filled out to send pertnent information to file two.

What - Pertinent information is Customer ID, Month, Year, Company Name, magazine, Zone A, Zone B, ZOne C, Zone D, Zone E, Zone F, SAles rep, amount per month, Promo, and Referral

When - All fields are entered in contact manager.

Where - The save button needs to be executed from the contract overview Screen.

Why - When all the data is added to the second file it is how it is called up quickly for an overview by all the department heads.

Now the problem is I have to extract the Ad Table up to 12 times each with different data for month and year but all have same cust id.

So to make a long post longer:)

I need a way to export to a second file 12 records all with same customer ID.

I tried this! Look at attachment under scripts on history data base.

Thanks

Tony D.

2Files.zip

This topic is 7019 days old. Please don't post here. Open a new topic instead.

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now
×
×
  • Create New...

Important Information

By using this site, you agree to our Terms of Use.