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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

You will probably have to create a new quote records using scripts to create the indices needed to make the connections to the other two files. As to ways to preserve old addresses, this is a classic invoice problem. When a contact address changes, you don't want to change in on historical invoices, quotes, etc. This is one place where lookups still serve the purpose quite well. -bd

Posted

Thanks for comments. I am not very experienced with FM.

I have Contact Record automatically creating a Quote record, using scripts to copy and paste Company ID into new Quote and then return to Contacts and do the same with Contact ID. I am using Look Ups in Quote record. This all works but I am wondering if there is a more elegant way of doing it.

Also are there any good books on FM which you could recommend?

Thanks again.

This topic is 8827 days old. Please don't post here. Open a new topic instead.

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