Show contacts with the same...

[bbmillr2]

I know this is probably a very easy solution, but I'm still very new to this whole relationship process. I am hoping someone here will be able to help me.

 

I have started with the 'Contacts' starter solution from FMPro11. In it, there is a tab feature called "Related Contacts". In this, there is a portal that shows other contacts with a similar feature. The deciding feature is selected using a radio button tool. I am creating an alumni database for both current and former students. I would like to be able to show similar contacts in the portal based on a feature that I select. The starter solution comes with this set for "Name", "Company", and "City" but I need to expand and/or modify the radio button selections to include more criteria ("industry", "state", "graduation year", "major", etc.).

 

My issue is that I need to change the criteria on the radio button tool so that I can select contacts from a similar "company", "industry", "city", "state", or any other of a number of potential criteria. I would like the portal to display only the similar contact and not the same contact. I would also like it to show their <<full_name>>, their company, city, state, and industry.

 

Once I do this, I would also like to have another button that would run a script essentially creating a report on these individual contacts with similar X feature (company, city, etc.)... but this may be much more simple than I am imagining.

[Matthew F]

 

 

there is a tab feature called "Related Contacts". In this, there is a portal that shows other contacts with a similar feature.

That's a cool little feature. 

 

I assume you've added or changed a field to be called "Industry".  Change the value list (Similarity Criteria) to have the choices that you prefer ("company", "industry", "city", "state"). Create new calculated fields called k_Similar_Industry, and k_Similar_StateProvince1, and set them to their respective normal fields, like the existing calculation fields.  

 

Also add your additional criteria onto the calculation for the 'k_Similars_multikey' field... 

Industry & "¶" &  

State_Province1

 

Likewise, add criteria to the 'k_Similars' calculation:

g_Similar_By = "Industry"; Industry;

g_Similar_By = "State"; State_Province1;

 

  I think that does it.  

[bbmillr2]

BEAUTIFUL!!! Thank you so much! It's amazing what a little expertise can do to a project.