3 Replies Latest reply on Nov 4, 2013 8:42 AM by PeterLorenzo

    Merge Contacts

    PeterLorenzo

      Title

      Merge Contacts & Invoices databases

      Post

           I have 2 databases I currently use.

           Contacts - all detailed information on every client we have.

           Invoices/Customers - all invoices, and then also the clients we have billed.

           When we get a new client, I have to enter info into both databases.  So I am doing the same task twice.  Is there a way to combine the 2 databases so I can have the detailed contact database as my client list in invoices?  Thanks.

        • 1. Re: Merge Contacts & Invoices databases
          philmodjunk

               The starter solutions weren't really intended for "off the shelf" use. They're more of examples of what can be done that you can look at for ideas when creating your own solution. Do a web search for something called "starting point". I believe that the folks that produced the starer solutions for FileMaker Inc. offer a solution  where the different files have already been merged.

               It is possible to do your own merge, but it requires a good working knowledge of both FileMaker and the starter solutions to do.

          • 2. Re: Merge Contacts & Invoices databases
            philmodjunk

                 Both files have a table of contacts. I would examine the original Contacts starter solution and identify the features I need that are in it that aren't in INvoices. I'd then modify the Customer's table bit by bit to add the needed fields, layouts, scripts, etc. to support the features I want to add to the database. You'll need to analyze the layouts, relationships, scripts and tables to understand how each such feature works in order to replicate it using the Customers table in place of the Contacts table in the Contacts starter solution.

                 FileMaker Advanced will make the job a lot easier due to its value added design tools.

            • 3. Re: Merge Contacts & Invoices databases
              PeterLorenzo

                   Thank you.