I'm struggling to make sense of how to set up a database to suit my needs and was hoping someone could help with the structure. From a technical standpoint I should be ok, but I need databases and item types to connect to one another and everytime I try to map it out I get my mind all tangled up.
Here's what I'm trying to do:
I want to have a database that shows all contacts, but which is fed from two databases: Clients and leads. The fields for all will be the same.
Next I want to have a database that summarizes tasks and projects. I like the idea of having a separate project for each client and then adding tasks to each as they are needed (Think of an ongoing relationship where each task is actually a new job I'm doing for that client). Then the tasks for all can show up in a descendant "All tasks" project.
I think I have all that somewhat under control. The question I have is if I wanted a custom task form do I have to create a custom db? And if so, can I make a custom db a descendant of a project or do they have to be similar item types to descend.
Ultimately I want to be able to pull up a client and see what jobs they have going, what the costs are for each and also view all tasks in a summary.
Does that make sense? And, is it possible to get some guidance?
Thanks in advance,
RJ
I think I figured it out!
Hi RJ,
I guess you found that you need to use the Include Descendants option, similar to this: http://my.sosius.com/sosius/help/forums/general_help/how_to_create_a_project_within_a_project
Kind regards,
Michael
Sosius Customer Service