I love the concept of Calendar Complete and have recently purchased it and imported everything that I need from a contact management standpoint. I currently also have a separate operations database that I have put together to run my business and I would like to incorporate it into the CC format with the same look at feel.

My questions are twofold:

1. Should I combine the two files together or run with them separately linking the two together. This is the over-riding question and one I need to answer before I move forward.

2. If I combine the two files together, I can import the tables and data into the CC file and set up the relationships just as I have in the original operations. This I understand how to do easily enough; however, how do I create new layouts in the CC file so that they have the same menu/tab systems across the top?

For example, I would like to just copy the 'guts' of the layouts of the operations file and paste them into the CC new tabs that I can create (so that the look and feel of the layouts is consistent) I could just copy an existing layout within CC and change what I need changed correct? I hope this makes sense.

Hi,

You can run one file or multiple files, but if you want to use the headers and navigation from Complete it will be easier in one file. And yes, you can import your tables and copy/paste layout elements from your file to Complete. You can't copy and paste your relationship graph, however, so you'll need to do that by hand.

When it comes to extending the tabs at the top of the Complete layouts, you're in luck: these were *designed* for just this situation. You'll want to read the following article to get familiar with how they work:

http://www.seedcode.com/pmwiki/pmwiki.p ... ingNewTabs

The tabs themselves are several fields and buttons stacked on top of each other, and you'll need to define these fields in any new tables you're basing layouts on and then repoint the tabs you paste on to that layout so they come from the table the layout is based on: make a duplicate of the Contacts layout and take the tabs apart to see what these stacked objects look like.

You'll also probably want to add your new tables to the system wide quick search. You can find instructions for doing that here:

http://www.seedcode.com/pmwiki/pmwiki.p ... uickSearch

Enjoy!

Outstanding thank you! I will dig through these this afternoon. Thank you again for the blazing fast response.

OK, I have figured out the menu system but when I added the new tab under the admin section it does not show up on the top. I have clicked on Apply Changes as well as closed it out and opened it back up and the new tab is not there. What am I doing wrong?

A top level tab should show up on any screen as long as the logged in user has Access Privileges allowing them to see the layout referenced by that tab (if any).

However, if there are layout errors (as indicated by the red error icon) then the tab doesn't show up when you click "Apply Changes".

If there are no errors and you can't get a top level tab to show up something must be wrong and you may want to email me the file. ( john at seedcode.com)

I just emailed it. I know I must be doing something simple wrong.