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This is sort of two questions, though I only need one answer. We use QB as our CRM. One of the items we include for each new customer is a code name. Each codename is required to be unique in the f...
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You could do this through a "Code Name" table and relationship (Each Code has Many Customers). Then you need to set the record picker to only show ones where the code has "0" customers.
YOu then have a simple form rule, that will copy that code name to your unique code name field.
can you give an example of some of your code names?
YOu then have a simple form rule, that will copy that code name to your unique code name field.
can you give an example of some of your code names?
Matthew,
I like this approach. I've created the Code Name Table, and built the relationship. The one thing I can't figure out how to do is to set the record picker to only show ones that has "0" customers. I'm assuming that would be a formula of some sort?
Sorry, I'm fairly new to all of this.
Thanks,
Mike
I like this approach. I've created the Code Name Table, and built the relationship. The one thing I can't figure out how to do is to set the record picker to only show ones that has "0" customers. I'm assuming that would be a formula of some sort?
Sorry, I'm fairly new to all of this.
Thanks,
Mike
