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Attaching emails to contacts history


moondowg
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Hi all, this is my first post and my first attempt at a filemaker solution. I have taken on an ambitious goal of creating a complete CRM solution for my company's tour and travel business. I have used this forum extensively and am very pleased with the current state of my database. So thanks in advance for you unknowing contributions.

 

I have a complete email module using Dacon's Mail-it plugin. Everything works great. I have a seperate contacts module that relates the contacts email address to all messages with that contacts email address, either to or from. From my contacts layout, I can view any email message either to or from the contacts emailaddress1.

 

My question:

I would also like to see messages sent to or from an alternate email address, such as emailaddress2, emailaddress3, etc. in the same portal.

 

Currently, I have the following relationship:

 

Contacts:

email1

 

related to

 

Messages Contacts (Join Table):

address

message id

 

related to

 

Messages:

message id

 

Any suggestions?

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One way to do this would be to define a calculation field in Contacts (result is Text) =

email1 &¶&

email2 &¶&

...

email9

 

and use this field as the match for the relationship to Messages.

 

 

A better way would be to have a separate table of e-mail addresses, related to Contacts. This way a portal from Contacts to Messages (via Addresses) can show all messages of the contact - regardless of address used. You could also filter the portal to show only messages to/from selected addresses.

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