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

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

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

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.