How Do I Create A "To Do" List?

[llcoolj]

Trying to add a new feature to FileMaker Pro in which you can have a "to do" list set up, to allow easy access to who needs to be called etc. Will appreciate any help not much experience with FileMaker.

Thanks

[David McQueen]

I am assuming that you have:

a.) a contacts table

b.) an employees table or employees value list for a small company would do.

Your To Do list is a join table that brings together the contact, the employee mated with an event type and a time and date.

So you will need at minimum:

Contact ID (or contact name if you want to keep it flat)

Employee ID (similar)

Event Name

Date

Time

Perhaps Notes and Followup Notes.

How you set up the interface and reporting is up to you.

I would suggest a filtered portal of contacts so that you can pick a contact and put their ID into a global field. Similar or drop down list for employees. Then global fields for the event name, date, time and notes.

Once those are filled in, you have a script that creates a new record and populates the standard fields in the record with the results from the global fields and then clears the globals.

With this set up you can then display in a calendar, daily To Do list etc. and you can use relational filters to show by contact or by employee as well as by date what is to happen.

You are basically looking at the scheduling part of a CRM.

To get interface ideas, look at CRM's available. I have pictures and movies on my site, but there are lots of others around.

HTH

Dave

[Fitch]

You could start with FileMaker's File menu > New from Starter Solution. There is a To Do list template.

[Lee Smith]

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This topic has been moved from "FileMaker Product Family → FileMaker Pro 11" to "The Presentation Layer → Layouts".