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Modify Clients data

PostPosted: Wed Aug 18, 2010 7:05 am
by JRaid
I need to change the link for Clients in Pro Scheduling Edition v 2.61, so it points to the Contact table (external file).

This seems to work.

However, the structure in the Contact table is such that the telephone and the email address and regular address are in separate tables, linked by contactID.

What is the best/easiest way to pull the needed data in the calendar?

Pull the data first from the several tables into the Contact and then in the Calendar?

Also, in the Contact table is a sort of calculated field that looks if the 'name' is a company name or an individual.
If it is an individual, it concatenates the first and last name.
If it is a company, it returns the company name.

This should make the first and last name field in the calendar kind of obsolete.
Is it safe to replace those fields by the concatenated field from the contact table?

TIA

PostPosted: Wed Aug 18, 2010 9:31 am
by John Sindelar
Well, if you need to edit the phone number, etc from within the calendar you'll want to add table occurrences to Phones from the occurrence of contacts linked to the calendar. Otherwise, calculating this info into contacts first works well.

As for the names, I'm not completely following you, but it sounds like yes, this would make the separate fields in the calendar unnecessary.

Hope that helps,

John

PostPosted: Wed Aug 18, 2010 7:22 pm
by JRaid
Thanks John, this part works.