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Cumulative account activity tracking.


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I am trying to add a cumulative tracking component to the invoicing system (see related thread at http://filemakertoday.com/com/showthread.php?t=17011)


Essentially something that once an invoice is complete it will export and keep a cumulative record of transaction info made by a customer with all pertainent invoice info such as date, inv #, Amount, payment method etc.


I have been looking at the following post


to see if it might work, but I can't figure out how to connect the two.


I'm not sure if it would be better with a script, or portal set up. Either way I'm stumped on how to set it up.


Btw if it's better as a portal setup, I apologize ahead of time for putting this post in the wrong section of the forum.


I hope I'm explaining this correctly.

GI Jane

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Hi Jane,


Just sent a reply to your private message. Further to that, could you send me a latest copy of the coffee database if possible? I only have an older version it appears, and you may have updated it since then. (this would also save you having to re-import data into a different copy).



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