3 Replies Latest reply on Aug 21, 2015 8:45 AM by philmodjunk

    Creating Contacts with advanced options

    MathewBuer

      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