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  • 1.  Creating projects for builders using a new site address

    Posted 13 days ago
    I am very new to the system. For my company, I am trying to figure out how to add a new project for a builder using the new site address, without having to create multiple customer entries with new addresses.


  • 2.  RE: Creating projects for builders using a new site address

    Posted 13 days ago
    No Problem.  The Address field on the customer record should either not live there at all or if there is one it would just be [Billing Address]. 

    Then you will make a Table called Shipping Address and Make a relationship where

    One Customer has Many Shipping Addresses.

    Then I assume that your app probably has orders in it and the on the order table you select the customer.  Instead of looking up the address from the customer instead you will make a new relationship where one shipping address has many orders. 

    The magic for that is that then you go to the field for related shipping address on the order and edit the field properties and mark that field as Conditional.  

    You are then specify that once the field for related customer is chosen on the order than only offer up shipping locations we are related customer matches that field. The effect of that is once you choose a customer then the drop-down list of shipping address will just be a short list of possible shipping addresses for the customer you already selected.  


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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 3.  RE: Creating projects for builders using a new site address

    Posted 13 days ago
    By the way, if you already have a lot of data in your application and the address field is currently living on the customer record you can do a one time copy of the address field components into the table of shipping addresses. If you map the record ID of the customer into the field for related customer then that will get you off to a running start with all of your customer locations initially populated.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
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  • 4.  RE: Creating projects for builders using a new site address

    Posted 13 days ago

    Hi,

     

    I am very new at this so I'm trying to break down everything you are saying and implement this however, I am still a little bit lost. Thank you so much for your response.






  • 5.  RE: Creating projects for builders using a new site address

    Posted 12 days ago
    OK well we can try to help if you get stuck somewhere and can explain where you got confused or stuck.

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    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------