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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

I have a file that for contact management. I can create note for each contact and they display in chronological order in a portal. I would like to create a script that will open a window and show a report for all notes made within a certain date range. I would like the list to be grouped by contact. So for example if I clicked a button, a script would run that would open a window and allow me to set a start date and an end date and then a list would appear with the applicable contacts and any notes that were written for those contacts between the selected dates for them under each contact name. How do I go about doing this?

Thanks for all the help!

Erik

Posted

Create a new layout that includes all the fields you want to show in your report.

Then write a script that opens your new layout in a new window, and performs a find based on your criteria. then sort records.

Posted

Hey, thanks for the response but can you provide me with any other suggestions on how my script should be written? That is what I was more interested in knowing how to do.

Thanks Again for your help!

Erik

This topic is 5141 days old. Please don't post here. Open a new topic instead.

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