Contact manager

[jgallow]

Here is what I got and maybe this will help.

In example 1 you are on the company page which shows that company and some information that is needed for this company. The bar that runs about in the middle accross that will have links for CONTACTS - JOBS - UNKNOWN for now. If I was on the CONTACT button I should see a list of contacts in the area below that bar. Same for jobs. If you look in the coloms below you see Contacts for this Customer then a box with a + sign. WHat I want this to do is when you click on the plus sign you will be taken below and you can enter information for this contact. And you hit the plus button again you enter on the next available line and enter the contact information again for new contact. To the left of that contact I would like a button that shows up only when you add a contact into that field. This button you can click on and it should automatically take you to example 2 where you can enter more detailed information about that contact.

THe left box it should automatically add the customer information and account number (this would be automatically generated by serial number. My thought was to help link these together but didn't work). Below would show the jobs that this contact is linked with. Because they could be on many different jobs but with the same company only.

Please any help. The information that you gave me was VERY helpful and I have tried to put the information to good use but still without any luck. I've seen this done before but I cannot figure out the scripts to do this.

Thank you guys for all your knowledge and help.

Jer

Example 1
<a href="http://s128.photobucket.com/albums/p...erexample1.jpg" target="_blank"><img src="http://i128.photobucket.com/albums/p...erexample1.jpg" border="0" alt="Filemaker pro example 2"></a>

Direct link - http://i128.photobucket.com/albums/p...erexample1.jpg

Example 2
<a href="http://s128.photobucket.com/albums/p...erexample2.jpg" target="_blank"><img src="http://i128.photobucket.com/albums/p...erexample2.jpg" border="0" alt="Filemaker pro example 1"></a>

Direct link -
http://i128.photobucket.com/albums/p...erexample2.jpg

<EMAIL SNIPPED>

[timothybard]

I am not able to view images that you are trying to link to. However, from your description, if sounds like you have a form and a subform. Are you trying to make it so that when the user clicks on the plus sign, the user is taken to the next record in the subform? Is there a reason you don't just have the user click the subform and enter data directly? What is the purpose of the plus sign?

[jgallow]

I am not able to view images that you are trying to link to. However, from your description, if sounds like you have a form and a subform. Are you trying to make it so that when the user clicks on the plus sign, the user is taken to the next record in the subform? Is there a reason you don't just have the user click the subform and enter data directly? What is the purpose of the plus sign?

http://i128.photobucket.com/albums/p193/KustomDeZigns/Jeremy/filemakerexample1.jpg

Okay you go to customers and enter the customer name. Say I had a customer named Sign Tech. I enter the information about that customer and everything about that customer. There is a bar in the middle that has some functions for contacts - jobs - unknown (thinking about entering something). You click on contacts and below this bar shows a list of contacts.

In the title of this portal it has CONTACTS and then a plus symbol (just going to be a button to add a contact) It adds the contact by placing you in the area below to add name first and last, phone, email. But beside this contact I need another button to appear just like a less than sign or something that only appears when a contact is added. When you click on this button it should take you to this contacts page that you can enter additional information about this contact.

I would just enter the contact with the customer information but if I can get this to work it will help with another part that I need which will work exactly the same way. Which that information is crutial to be seperated. I really am needing help with this even more because I have been given by my boss a deadline that needs to be met in 2 weeks.

Thank you for all the help,

Jer

[timothybard]

I am a MS Access person and don't have any experience using FileMaker. However, I downloaded the FileMaker trial to see what I could figure out.

You currently have a customer form. The contacts section needs to be a portal on the customer form that is linked to the contacts table. You then need to create a button that runs a script that adds a new record to the contacts table. The script should do something similar to the following:

Set Variable [$ID_Contact; value:Contact Management::k_ID_Contact]
Freeze Window
Go to Layout["Notes_Utility" (Notes)]
New Record/Request
Set Field [Notes::kf_ID_Contact; $ID_Contact]
Commit Records/Requests {Skip data entry validation; No dialog]
Go to Layout [original layout]
Go to Field [Notes::Text]
Go to Object [Object Name: Contact Management::Address_Type2]

You will need to change the variable names and object names to match what is in your database. I got the above script from the Contact Management sample database that comes with the FileMaker demo.

Again, since I am a MS Access person, I'm not sure how much help I can be, but I hope this at least points you in the right direction.