Hi - having now upgraded to 8.1 PE I'm struggling with the following query as I have neither a technical background or experience of SQL -
as a debt recovery company, we create a record for our clients and attach their debtors via the relationship tab(personally we think the old Org Chart was better)
- from the date the last additional contact was added, I should be able to tell if our client has sent any further accounts for us to deal with
- should no new contacts been added for say a period of 2 months, we need to contact our client
=========so far my only solution does not work as the new contact does not show in the History when added- if it did then I could muddle together an AP---------I'd be grateful for any help
Mel F
as a debt recovery company, we create a record for our clients and attach their debtors via the relationship tab(personally we think the old Org Chart was better)
- from the date the last additional contact was added, I should be able to tell if our client has sent any further accounts for us to deal with
- should no new contacts been added for say a period of 2 months, we need to contact our client
=========so far my only solution does not work as the new contact does not show in the History when added- if it did then I could muddle together an AP---------I'd be grateful for any help
Mel F