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Claris Engage 2025 - March 25-26 Austin Texas ×

List client info with just one entry


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  • Newbies
Posted

Hi there

I'm just a beginner in FM and new to this forum. I don't know if this is the right section for my question... I've created 2 databases: one is called ClientInfo and the other is WorkOrder.

Easy enough... They're both linked with common field k_Client_ID. On the WorkOder layout, I have a Customer box which will list the Client name, address..etc the usual stuff. I need 2 similliar boxes: One for Billing Address and the other for Shipping Address. How can I accomplish this?

My second question: How to define a button that will open a database (or table)on new window? Better yet, how can I embeded in the drop down menu (Like Add New Client...)

Thanks you all for your help...

Kent.

Posted

Kent, welcome to the forums,

I would recommend that you LOOKUP your clients' mailing address from the client database ( or other normalized structure) as this creates temporal data snapshot in time. Since clients can move and change address over time you will have historical information for that particular invoice/order that it was shipped and or billed at that point.

It really depends on your shipping requirements and or reporting requirements, it may be as simple of having one field that includes all shipping info Name, Adddress, City, State, Zip. used for label etc. Other wise you would need a field for each data you are looking up.

  • Newbies
Posted

WOW...You are the expert and ... fast. It is such an excellent advice. I will re design my database again. I now have a question: How do I grab those information (fields) in Client's database and store them in one WorkOrder database field? Your help will save me tone of time to dig up into the FM manual again }:(

Best regards

Kent T.

Posted

Following Stephen's advice to just store a text field of address info:

Create a text calc field in Client, Label_Shipping, that concatenates all the fields that you need for an address.

Then create a field in the Work Order, ShippingLabel, and set it to Lookup Client::Label_Shipping when the ClientID is populated.

Read about the Lookup entry option.

This topic is 5476 days old. Please don't post here. Open a new topic instead.

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