2 Replies Latest reply on Oct 29, 2012 10:40 AM by philmodjunk

    contact to client with record of life

    applejack

      Title

      contact to client with record of life

      Post

            

      Help please.

            

      I have a contacts table and migrate the status from contact to prospect, lead, client, ex-client. I do this in a Radio button set.

            

      I want to record the date that the status changes (from lead to client) and then use the time stamp to report the life of the client in days. Crucially I want this to reside in a store and not change when the client moves to Ex-client status.

            

      If anyone feels this is the wrong way to operate I’m open to ideas as i’m just a beginner.

        • 1. Re: contact to client with record of life
          davidanders

               Having all your people in one pile makes sense.

               Having separate tables for Contacts, Clients, and Vendors makes sense.

               An argument can be made for each approach.

               Contacts might only have one email address and one phone number.
               Clients might be an individual or a group of individuals with multiple contact methods and shipping addresses.
               Vendors would likely have Purchase Orders associated that other people would not.

               The people that did the Starter Solutions for some versions of Filemaker have a free open (complex) template called Starting Point.

               These forums have no provision for Sticky ReadMe StartHere Posts, my list of Filemaker Links is here.
          http://forums.filemaker.com/posts/39ab6dcf1c?commentId=217671#217671

          • 2. Re: contact to client with record of life
            philmodjunk

                 You could use an OnObjectModify script trigger on the radio button field to perform a check on the value in the field and if it is now "client", to enter the current timestamp into a timestamp field defined for that purpose.