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Question

Show Properties based on Customer Preferences

I have a properties table which has number of bedrooms, price, country etc
I have a customers table with preferred Bedrooms, Price and Country etc.

How do I match up the properties that fit ALL criteria with the preferred fields in the Customer Table.
      This topic has been closed for replies.

      Well, there are a variety of different ways to accomplish this, depending on the output you desire.

      1. You could create a button on the customers table that would open a report of matching properties based on the customer preferences. (They would only be viewable when clicking the button)

      2. You could go to the properties table and use dynamic filters or advanced search to create a similar report.

      3. You could create a many to many table (customer properties) that would allow you to link all matching properties to a customer and from there track activity against each customer property. (this would allow you to see their list while looking at a customer record. You might want a button that would go find all the properties and create the child records automagically if you go with this way. 

      Do any of these sound better than another? What is the specific output you are looking for?
      I was looking to have an embedded report on the customer form that contains the properties that match the criteria in the customers preferences.

      Bedrooms in properties >= customers preferences
      And
      Price in properties <= customers max price

      Etc.. .
      I don't think that it can be done with an embedded report. It will take a button push at least, although e results after the button push could be on the customer preferences record.
      Mick,

      If you would like help with the correct / not low tech way of actually solving this the way you've described, contact me via the info in my profile. I'll see if I can send you an example solution in a bit.
      • NealNeal
      • Registered
      • April 26, 2017
      Mick,

      I have created prototype screenshots.

      Following is for Customer Preferences - each record has link to show properties based upon preferences and clicking the link should show properties as per preferences.



      Following is the list of properties.


      Following is the list of properties that would be shown to  customer1.


      Following is the list of properties for customer2.



      Following is the list of properties for customer3.



      Please send me email to nealpatil @ gmx.com if you are interested then I can build prototype.

      Thanks,
      Neal
      Hi Mick,

      Here is a video showing a prototype of the solution I think you might be looking for:

      http://cirrusops.screencasthost.com/watch/cbfOb7X2sQ

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