Journal

[thebrianexp]

Hey everyone.

I need help understanding how to create something like a journal within a filemaker database.

i have a contact management layout, and within that i want a journal like field.

the person using the database can select the date next to a note field, when he does that he can input whatever note about that day and it will save within that contacts information.

is this possible?

did that even make sense?!

[mr_vodka]

You may want to pick apart a calendaring program as a start. If I understand you correctly, you want to select a contact, then enter journal notes for a predefined date, correct?

P.S. I am moving this topic from "Finding & Searching" to a more appropriate topic.

Edited February 12, 2008 by Guest
Moved Topic

[thebrianexp]

yea, thats what i need

i also need to figure out how to set tasks for a date, say a sales person calls a contact and they dont need anything, so he clicks a follow up radio button and a date in 2 weeks, that will save that info, and he can pull a daily report for say today, and everything for every contact he set for today will show up.

im new to this, im trying so hard to grasp it!

as for the journal, i may have found a solution using the employee management template with the 'goals' portal

but i copied all the specs, and tried to re-create my own relationships based on what that relationships were but for some reason i cant input the information in the portal fields...