I would like to create a solution that allows customer service agents to enter notes about a client on their file and have them logged, ideally with a time and author stamp but I can manage without.
I don't know what your question is, but have a look at the Starter Solutions. Maybe one of them will be along the lines you imagine.
Thank you for your post!
In addition to keywords advice, you might see Made for FileMaker for pre-made solutions or FileMaker Consultants, Data Consultants, Database Consultants to contact a developer and have a database built for you.
I often add a note feature. Here is a sample file of a base note UI and table setup I use. Do not get confused by the Notes::RecordIDfk. I use this one note table with multiple table occurrences for all notes in the file, hence the generic field name.
This is just one example of how to do this. the stock example files have something like this as well, but I though this might be easier to understand when it was isolated.
Very cool, this is perfect! Thank you!
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