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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hi everyone,

It's been a while since I've used FM, and I'm very rusty!

So, I have some spare time and am going to build a CRM for myself. I basically want to electronically store my clients portfolios (I'm a bookkeeper). I'm going to use tabs for the various headings & activities relating to the client.

I'm stuck on the best way to structure a find. I want to filter find results into a portal based on the letter of the alphabet. What is the best, easiest way to do this?

In my client portfolios I have A-Z tabs with information on my clients Debtors & Creditors , so would love to be able to add all that info into FM.

It doesn't need to be A-Z, but I'm trying to follow exactly the way my hard copy portfolios are currently set up.

Any help would be greatly appreciated.

Thanks in advance :)

Roxy

Posted

use SetField and SetVariable in a logical manner in your script.

Using these two script steps, you will get the result.

Posted

I want to filter find results into a portal based on the letter of the alphabet.

These are two different things. A find generates a found set. A portal shows a related set as determined by the underlying relationship and optionally (in version 11) filtered by a condition.

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Please update your profile to reflect your version and platform.

This topic is 4722 days old. Please don't post here. Open a new topic instead.

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