12-27-2010 11:54 AM
I am working on making our database a little more accessible, we currently have over 3000 names in it so I can't change what we already have. What I would like to accomplish is to be able to see multiple jobs under one client. We currently use the field "User 12" for our job number. We assign a specific job number to each client and each job, if one client has three jobs in one year we then have three copies of that client. In the worst case we have one client who has done work with us for the past 20 years and we have over 20 copies of their information.
What I would like to do is to have multiple "User 12" fields on the contact page so that we would be able to search for multiple job numbers. I have figured that it isn't possible to simply copy the "User 12" field so I'm looking to see if anyone else has any thoughts on how we could make this work.
I'm not sure what other information you may need but if there are any questions please feel free to ask. Thanks for your help.
12-27-2010 12:05 PM
The best thing seems to be to use Sales Opportunities. that way you could track different aspects and status of a job. YOu can make a field a multi select drop down through tools, define fields (take a look at the ID/Status behavior, it will be similar.)
12-28-2010 10:40 AM
Thats what I do with my recruiting database. Multiple Jobs for any given client-employer-contact.
Only we create new fields rather than use the user defined fields.
One other thing you can do on your contact layout is add a Character field called : Related to Job Numbers
and place the related job numnbers in that field, separated by semicolons.
Then rite mouse click on that field and easily search it for desired info.
The trick is Printing a single job/opportunity once you have created more than one opp for that customer.
But it can be done once you know how.
If you are a recruiter, check us out. Cheers - FSB