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Best way to Merge & Purge?


Rangoon

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I have two lists both on FileMaker Pro 5.5. One file has 5,000 names, address and phone numbers of current customers. The other has almost 15,000 “some” current customers and the others perspective customers.

I need to run the list of 5,000 (current customers) against the 15,000 eliminating duplication by “phone number”. Can you tell me the best way to do it?

Thanks

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Create a field in customers:

Constant (calculation, number, indexed) = 1

Create a relationship from "Names" to "Current Customers" based upon phone number, call this "PhoneRel"

Display the field "Constant" from Current Customers on a layout in Names, that is the field PhoneRel::Constant. Perform a find on this field = 1 in Names. This give you a found set of records already in Current Customers. You can then delete this found set.

-bd

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  • 2 weeks later...

quote:

Originally posted by LiveOak:

Create a field in customers:

Constant (calculation, number, indexed) = 1

Create a relationship from "Names" to "Current Customers" based upon phone number, call this "PhoneRel"

Display the field "Constant" from Current Customers on a layout in Names, that is the field PhoneRel::Constant. Perform a find on this field = 1 in Names. This give you a found set of records already in Current Customers. You can then delete this found set.

-bd

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Brad,

You gave me some help but I did not give you all the information needed;

I have two lists both on FileMaker Pro 5.5.

File 1: has 5,000 names (with Name and Address in the [CONTACTS]file and Phone Numbers in the [PHONE]file related by unique ID Nbr..

File 2: has 15,000 names (with Name and Address in the [CONTACTS 2]file and Phone Numbers in the [PHONE 2]file related by unique ID Nbr..

What I need to do is run the list of 5,000 "current customers" agains the 15,000 "customers & prospects", eleminating duplication by "PHONE NUMBER". Then I need to keep my list of 5,000 customers and add what is left of the 15,000 names after the Purge. What's the best way to do it?

Thanks for your help, Harry

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I'm not sure of where things go. Is the following correct.

1. In the CUSOMER file

"Constant field (calculation, number, indexed) =1"

2. "Create a relationship from "Names" to Current Customers based on phone number call this "PhoneRel". What names and in what file? The file with the 5,000 names or the file with the 15,000 names? And is it from the Customer file or the Phone Numbers file?

3. "Display the field "Constant" from current customers on a layout in Names, that is the field phoneRel::Constant. Perform a find on this field = 1 in name. This gives you a found set of recores already in Current Customers. You can then delete this found set". I don't where to put this. Is it in the customer list of 5,000 names or the customer list with 15,000 names? And what goes into the Customer file and what goes into the Phone Number file?

I'm sorry for being so dumb about all this but I really don't understand what goes where. Please help... Harry

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