FMP 9.0 BPK 2.0 Contacts: Check for existing customer as I type.
FMP 9.0 Business rpoductivity kit (BPK 2.0) Contacts: Check for existing customers as I type.
I have been using Contacts to enter details from dockets into Sales orders.
But to ease my workflow I need to enter thier details first into the contacts database.
I have three questions;
1. How can I enter customers into the Sales orders and have them appear into contacts?
2. How can I be alerted to existing customers already, then be taken to that contact?
3. When entering a new customer onto the database is their an auto find facility that recognisies the name when you type?
Here's a demo file that uses a method you may be able to adapt to do this:
FileMaker 12 users: https://dl.dropbox.com/u/78737945/SimpleNameLookupDemo.fmp12
Pre FileMaker 12 Users: https://dl.dropbox.com/u/78737945/SimpleNameLookupDemo.fp7