Greetings,

I'm a beginner to FMP10Advanced. I am trying to create a report to show the sales team who they should call for the week. I am working with records in the "Companies" table. There are 4 main fields I am searching through; Company category 1, Company category 2, Sales Rep, and Initial Sales Task. I am trying to write a script to only find the contacts that have "Initial Letter" checked, then another script showing contacts with two choices checked. Here is an image with some help to explain.

OK; so what does your script look like?

Perform Find:

(Find: CC2="Farmer"

and CC1="Contact"

and Task1="Initial Letter"

Omit: CC2="Farmer"

and CC1="Contact"

and Task1="Initial Letter; First Contact"

Omit: CC2="Farmer"

and CC1="Contact"

and Task1="Initial Letter; First Contact; Info Mailer Follow Up")

Then Sort by sales rep, state, and name

Then Set report name field

I am not sure what are you trying to do here. Perhaps:

Perform Find [

Find: CC2="Farmer"

and CC1="Contact"

and Task1="Initial"

Omit: Task1="First"

Omit: Task1="Info"]

This would find all Contacts that are Farmers and have a word starting with "Initial" in the Task1 field - but not those that have a word starting with "First" or "Info" in the same field.

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P.S. Why doesn't your screenshot match the field names in your script (CC1 ≠ Company Category; CC2 ≠ Company Type ; Task1 ≠ Initial sales Steps)?

P.S. Why doesn't your screenshot match the field names in your script (CC1 ≠ Company Category; CC2 ≠ Company Type ; Task1 ≠ Initial sales Steps)?

Sorry, I shortened their names, they are exact in the script. I will try this, thank you.

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P.S. Why doesn't your screenshot match the field names in your script.....

You can read read the screenshot? :

Just barely - if I zoom in on it.

Hi JRAvatar, and welcome to the forum.

Please don't do this.

Sorry, I shortened their names, they are exact in the script.

The more familiar you become with the Forum, the more you will realize how import it is to be consistent with your field names (TOs, layouts, etc.) in your posts. It makes your post easier to read, and follow. A side benefit is that a lot of times we can tailor our reposes so that you can past them directly into your file and have a minimal number of modifications.

HTH

Lee

I'm sorry about the screenshot, as I said I am new and just barely figured out how to get the image online in order to link to it. I appreciate your patience and your help.

So, my first call list is running well, showing only those with Initial Letter checked. Now how do I set up a find for multiple checkboxes? I want to generate a list showing contacts who have been sent their initial letter and first contact has been made. Current find says:

Perform Find [

Find: Company Type="Farmer"

and Company Category="Contact"

and SalesTask1="Initial" and "First"

Omit: SalesTask1="Info"]

Try:

Perform Find [

Find: Company Type="Farmer"

and Company Category="Contact"

and SalesTask1="Initial First"

Omit: SalesTask1="Info"]

Try:

Perform Find [

Find: Company Type="Farmer"

and Company Category="Contact"

and SalesTask1="Initial First"

Omit: SalesTask1="Info"]

Comment, thanks so much for your efforts.

I tried your suggestion, as well as separating First and Initial with a comma, semi colon, and the word and. No such luck :

Any other suggestions?