What tables do you have now? The typical invoicing setup usually looks like this:
Do you have a customers table or is it that you need to create one from your existing data in invoices?
It's possible to import records from Invoices into a new Customers table and use a unique values/validate always setting on a field to filter out the duplicates during import. But be careful of using names for this purpose. You might have two or more customers with the same name.
I have one table that contains contact info, invoice count, product use, etc.
I have a list of names on a piece of paper. I want to make a table that contains only those names and their info from the table above. Is there a way of doing this?
No electronic copy of that list? If you had even an Ms Word copy of that list, you can import the names into a new table and not have to type them a second time.
The main problem with your list is that you may have two customers with the same name. If so, what I am about to describe will fail for those customers.
Define a table with fields for each item that you need to document that is specific to a given customer. Add a field: __pk_CustomerID and define it as an auto-entered serial number field. Define a temporary relationship like this (only because it's the only option given a list of names):
Customers::Name = YOurTable::Name
For each field in customers that has a corresponding field in your current table, use the auto-enter tab in field options to set it up as a "looked up value" field. Specify that it copy data from the corresponding field in your current table.
Now you can create new records and type in the names from your list and the "looked up value" fields will automatically copy data from the first matching record in your current table.
If you want to produce aggregate values--such as a total, average, maximum, etc. from a set of all records in your original table for a given customer on your list, this can be done as well.
Hi, sorry for the late response I have attempted this and failed. I think that you are giving me the solution here but I am having a hard time implementing it. I do have an electronic copy of this in excel and I have the names seperating into their own column. I have lookup values attached with different fields but this is not working. Do the names have to be exactly the same, in other words the name list I am importing has a middle initial for nearly everyone. Could this be my problem?
Also, I have the look up values stored as text, does this need to be different? I imported the list of names and my lookup values are simply not coming in. Do I have to refresh the list somehow to get them to update?
If you use a relationship based on the Names, they will need to exactly match, letter for letter.
Ok thank you for your help
Ok so I havemultiple customers with exactly the same name and none of the look up values are working. What am I doing wrong here?
"look up values" can refer to more than one type of thing in FileMaker. Please describe what you have set up here.
Also, even the smallest difference in your name field can keep the records from linking to the records in your new table.
Edward R. Murrow
will not link to:
Edward R Murrow
due to a missing period after the middle initial.
Yeah the names are exactly correct. In my relationships with tables I have the tables linked by name ie Name=Name. In the lookup value I am pulling a field from the first table that is not working for any records even though the names are exactly the same.
Yes, but how are you "pulling that value"? there's more than one way and not all may work in your situation.
Try putting a portal to the original table on your layout and see if any records appear in it.
Ok when I type in the name manually instead of importing it works. Is there any way of doing this with importing instead of having to manually type every one in, too many names to do this with
To repeat: how are you "pulling that value"?
It sounds like you've defined fields with looked up value options. If you had enabled auto-enter options, they should have looked up data from matching records during the import.
But there's a much simpler way. Use the portal I mentioned or just put fields from the related table on your layout and they will display data from the matching table.
I figured it out thanks for all your help