Marketing Campaign Help (Many to Many)

[jeremychance]

Hello,

I am a novice trying to improve my employers contact database. Presently we have a basic contact DB with Company and People tables. I am now trying to add a Marketing Campaign table that will contain the name, description and companies included in each marketing campaign. Each Campaign will have many unique companies and each company can be a member of many campaigns.

Ideally, I would be able to create a new campaign record and then add companies to the campaign from a drop down box. I could delete companies from the list without deleting the companies altogether.

I've made a few failed attempts. I'm think i'm getting hung up on the many to many relationship. Any help would be very appreciated.

Thanks!

Jeremy

[lazarus]

Hi Jeremy. I think we have a similar subject being discussed here. See if that helps. If you think it is different, then we can take a look.

[jeremychance]

Hi Jeremy. I think we have a similar subject being discussed here. See if that helps. If you think it is different, then we can take a look.

Hi Lazarus,

Thanks for the suggestion - it was helpful. I was able to use the same scripts to achieve what I wanted to do. But being a novice, I don't totally understand why the Select Client script is necessary. What is it doing that the existing table relationships can't do?

Thanks,

Jeremy

[lazarus]

It's not necessary Jeremy. It was just an idea. Intended to demonstrate how one can pick a record from a list. I referenced that topic simply because of the 'many to many' inquiry that you made. If you still require assistance and do have a file that you need help with, upload it here. That way we have something specific to reference and talk about.

Thanks.

[comment]

Ideally, I would be able to create a new campaign record and then add companies to the campaign from a drop down box. I could delete companies from the list without deleting the companies altogether.

See if this helps:

http://www.fmforums.com/forum/showpost.php?post/246136/

Once you have the basics in place, look at:

http://fmforums.com/...hp?post/355429/

and:

http://fmforums.com/...hp?post/233897/

[jeremychance]

It's not necessary Jeremy. It was just an idea. Intended to demonstrate how one can pick a record from a list. I referenced that topic simply because of the 'many to many' inquiry that you made. If you still require assistance and do have a file that you need help with, upload it here. That way we have something specific to reference and talk about.

Thanks.

See if this helps:

http://www.fmforums....hp?post/246136/

Once you have the basics in place, look at:

http://fmforums.com/...hp?post/355429/

and:

http://fmforums.com/...hp?post/233897/

Thanks Lazarus, Comment,

All of this has been helpful and is appreciated. I think I have the many-to-many relationship structure under control. Now I have a new challenge:

Ive been trying to add a Notes table. I've pulled the basics from a Contact Management starter solution, but I must have made mistakes because it isn't working. I've looked at all the parts a few times and can't figure out where I went wrong. The Notes table is linked to a join table compiling Campaigns and Companies, as each instance of a joined Campaign and Company needs to have its own set of notes. It uses an auto entered calculation to create timestamp/userstamp at the beginning of each note, and sorts by this as well; however, this does not work, and is throwing everything else off, such as the New Note button and its related script. Any suggestions would be appreciated! I am attaching a copy of my file as well as the starter solution I am pulling from.

Thanks!

Jeremy

JeremyFiles.zip

[eos]

Your notes aren't showing up because you used the NoteID to connect the CampaignNotes table to the Campaigns join table. instead, use the JoinID.

[jeremychance]

Your notes aren't showing up because you used the NoteID to connect the CampaignNotes table to the Campaigns join table. instead, use the JoinID.

So simple! Thanks!