I'm not sure if this is in the right place or not...

I have two tables. Customers and Follow-Ups. Follow-ups is intended to keep a running log of every follow-up we do for a customer (date, caller, result). I want to create a layout that will allow me to track commissions, based on follow-up success. The problem is that when I created my list with these columns:

Lead Number

Name

Attempt Date

Attempt Result

Caller

and I do a search for Result "Appointment Reset", it will not necessarily show the portal record associated with the lead that says "Appointment Reset"....it may be any number of attempt records associated with that lead. Does anyone know if I am doing something wrong, or how to get around this?

In a layout based on Followups, do a find for Result "Appointment Reset". This finds all Followup records. You can add the related Lead info to this list view. Or, you could have a button at the top of the list view that gtrr Followups::Customers matching records IN FOUND SET.

Another approach, which will be slower since it relies on searching an unindexed field, is to have a calc field in Customers that equals 1 if the Customer has a Followup record with Result="Appointment Reset". Then search for Customers that have 1 in that "flag" field.

Edit: by the way, you've used Customers and Leads interchangeably. Are they different Entities? Does a Lead become a Customer after a specific event, such as a specific appt result?

Edited September 6, 200817 yr by Guest