Calendar and Reminder

[Mats]

I have a home made database for my costumers that I use for calling and selling my products.

But so often people ask to call them later and it's a true hustle to use i.e. iCal or another calendar.

So I am looking for a simple way to insert a reminder with a popup or something when it's time to call back.

Thanks,

Mats

[bcooney]

Create an Activities table.

Include fields such as,

_kF_ClientID

Date_Entered

Date_Completed

Type (Followup Note, Email, etc)

Then, create a portal on your Client form to the activities table. Sort by Date Completed, asc.

To remember to followup, just click New Activity (popup window) and create a new Activity record of type Followup. Since it won't have a date completed, it'll rise to the top.

In a list view of activities, you can find for those without a date completed.

Edited October 17, 2008 by Guest

[Mats]

Thanks for the reply. Great that I do not need a plugin. But on the other hand as I am very novice on FM I would truly appreciate if you could explain a little bit more how to take the steps?

I can not find in help and do not understand i.e. "Activities table"?

If you do not mind and have time?

Thanks,

Mats

[bcooney]

Perhaps the next step, short of grabbing the user manual, is to explore some ready-made FM templates. There are the ones that come with FM, and those from SeedCode.com and ProductiveComputing.com.

[Mats]

Well there is no template with reminder function and the sites you suggested have exactly the function I am looking for, but obviously it's not possible to see how it's made.

But I understand that you are tired of stupid questions from newbies }:(

[aldipalo]

You can adapt seedcode to just about any database. They have a free version and will supply you with very easy to follow instructions. The folks there are great and will also answer any questions you may have via email.

I used it in one of my apps and had it up and running in a few hours. That included some basic layout changes to fit my look and feel.

Also, take a look a Data4Life.

http://www.data4life.net/

They have a functional Activities table that you can adapt as well. It may take a little longer than seedcode, but, is more of a task/tickler file than a calendar.

hth

[bcooney]

I certainly hope that you're being sarcastic! I try to answer "newbie" questions with as much empathy as possible--I was once a newbie (way too long ago, I'm afraid).

Activities is nothing special, just another table related to Clients. However, it has a date completed field, that if empty, means your need to do it!

The templates have taken this idea and embellished upon it. I thought it'd give you a jumpstart.

Given some time, I could hack together a simple demo.

[Mats]

Thanks for some info aldipalo.

bcooney >> Aouch I am trly sorry if it sounded sarcastic. But I know as a fact that also in my business you get tired of stupid questions some times

I am looking to make the simplest possible solution for my customer database. No fancy big calendars. I just try to find a way to insert at date and/or a time that I am going to call the client back.

Some times it's after X minutes/hours, and some times it's many clients you agreed to call i.e. Friday next week. So a simple list with Customers ID popping up at the given time/date will be fine for me. I am looking around every where for a simple solution, but so far no luck.

And also I have been googling around how to get a popup window like the ones used on internet with javascript and also on Mac/Windows as dialoge windows. But no luck there either

But for sure I appreciate all the help I can get!

[bcooney]

Here's a simple demo. What I'm trying to show in it, is that an activity record without a completion date is a "to do." You can see the activities from the Client form view, or see a list of all Activities and find the ones without a date completed.

Followup.zip

[Mats]

I was thinking more like a popup window as a reminder at a certain date and time as agreed with the customer. (Call "Customer ID" 13.10 31-3-2010)

And also a list (that could be done from yours "bcooney"