AnsweredAssumed Answered

Creating Contacts with advanced options

Question asked by MathewBuer on Aug 21, 2015
Latest reply on Aug 21, 2015 by philmodjunk

Title

Creating Contacts with advanced options

Post

Hi all,

im currently testing filemaker and if I can get it to do what I want it to the then I shall purchase it.

 

basically we currently use a crm called Clik, in click we are able to make make a contact called

Test Business, well test business has multiple site, each site has more then 1 address, what id like to do is be able to group the sites to the customer, so you select the customer name, then in a separate window you select the site

once in the site you can then see a list of jobs which have been carried out.

the reason I want it done this way is because some of our customers have 200 sites,  and we want our contacts list to be nice and clean,.

I have attached a copy of a screen shot (I have blurred out customer data but you still get the idea)

click.png

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