How do I know who in a Housing Association is dealing with a given Property?
Example: Jo Tay of Newnty deals with 6 Summer Estate - where is her connection recorded?
We only have Newnty as the HA for this property
I would suggest that the employee in the Housing Association should be entered as the Housing association (not the name of the housing association itself), then in case you need any details of the housing association, you would be able to see those in Company/Staff.
It seems to me that this is a job by job case which in this case I think this information should be entered in job updates
This is a logical answer; however this is practically not always the reality as sometimes there is more than one person involved in a job or it is being transferred to a different department.
The following Type criteria need to be added to the Contact Form Layout: Supplier / Employee / Reference
The system should be wired so that once you put it in for one Record, it will become available for any other Record.
Date: 06 May 2009
Q. Is there a way in FileMaker to have records in a selection list (i.e. Engineers) whom we used in the past, we stopped using them – so now they are not to appear in the selection menu but still need to show in previous records for reference?
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