Hi Everyone,

I'm new to Filemaker so forgive the newish question.

I'm just got a job in sales and that is the reason for my purchase of the FileMaker software.

I have been playing with the software for the last few days but i'm stuck on 1 thing.

I want to make a table below the contact information to track "communications" made with the client. I want to have a button that will allow me to "create a new communication". When I click on this button it will create a line with 3 boxes:

#1. Time stamp(auto fill out)

#2. Communication Type (Phone out, phone in, email out, email in, etc DROP DOWN BOX)

#3. Notes box where I can type anything I want.

Each time I click this "create new communication" box it would move all past communications down 1 line and add the newest item to the top.

Help please.

Thanks.

You would need a separate table for your communications, with the primary key of the client used in the relationship with the communications table.

You will need a script that creates a new record in the communications table when you press your button (from a client table layout).

You need to create a value list for the Communication types.

On a layout in your client table you would need a portal to your communications table that is sorted by date (descending).

As an alternative to the script mentioned above, you could simply create your communications directly in the portal. You just need to tick the box in the relationship dialog that says “allow creation of related records”.

See attached for a simple example. Click on the blank Communication type to add a new communication record in the portal.

Client.zip