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Claris Engage 2025 - March 25-26 Austin Texas ×

Is this done with a portal?


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I'm resposting this because I'm told this is a "filtered portal" question.

I'm trying to figure out how I can populate a list of all client names when "status" field reads "Confirmed by Phone" or "Confirmed by e-mail".

I have over 2000 records. I offer a service for weddings. When a client calls or emails me to tell me they want to book I change their record "status" to "Confirmed by phone" or "Confirmed by e-mail".

Sometimes people can be flakey and I need a reminder to call them about getting contracts and deposit's in. I would like to have a field that will poplutate a list of names from peoples records that read "Confirmed by phone" or "Confirmed by e-mail" and then when I get the contract and deposit I change the status to just "Confirmed" and their name no longer shows in the list.

I would love to have any assistance I can. I've learned a lot about FMP but have not dealt with this just yet!

Any help would be great! Thanks all!

Aaron

This topic is 6862 days old. Please don't post here. Open a new topic instead.

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