Hey Brian,
I'm working on this Address Management panel, and with an idea from
Rich Bragonje, I now have a pick list from which to choose a reason for
a return/change. Some reasons for removal (customer calls or I decide
to remove name) demand an immediate removal from mailings, while others
(undeliverable mail) must wait for a second occurrence before. While
an address change happens immediately and the customer stays on mailing
lists.
being removed.
I can't figure an elegant way to do this. And, I'm having trouble getting my mind around Keep
a Total. I know KAT should be used for the second-occurrance-needed
situation. And that there must be a field back on the main Name
panel. But can I use that same field for the situation that demands an
immediate removal, or do I need another field. How to implement the
KAT also flummoxes me.
It's been 10 years since I've done serious design work on this db, and
I'm rusty. I would appreciate any pointers.
Thanks.
Charlie
Brian Hancock wrote:
You could place a second field on
the parent panel and initialise it to say "X" on create, and set a
formula to have it change to "" when the kept total field reaches 2.
You can then use an Exception List onthe index so that if that field is
empty then the record is not visible. (Remember not to keep an
exception list on all indexes, otherwise the record will be hidden from
everything until you remove the exception list... even export and
imports will might cause you to create orphaned child records...
The Keep a total is one of my
favourite things with DP. Apart from keeping total and setting flag you
can use it for such things as forcing DP to create related records when
it might otherwise not, and you can use it for conditional incrementing
when you do not want to use recursive numbering . (For instance line
numbers in invoice details, and then use formula on Create to use the
kept total + 1 as the next line number, etc... btw recursive number is
better in that case anyway., just harder to implement.)
Regards
Brian
-----
Original Message -----
Sent:
Monday, February 18, 2008 10:36 AM
Subject:
Re: [Dataperf] Mailing list management
Hi Brian,
That is exactly what I'll do. I forgot about Keep a Total because I've
never used it! Your suggestion is easy to implement.
Any idea on how to mark hte date when the record reached two returns
and thus, is off the list?
Charles
P.S. I solved the previous problem by creating an "Outside List" child
panel, with an indicator in the parent panel whether there are records
in the child panel. Then with each mailing that's been specified from
the outside source, I import their list into the Outside List panel (my
unique ID is still with their record), run the report that creates the
mailing record, then delete the records from the Outside List panel.
Works like a dream.
Brian Hancock wrote:
Hi Charles,
I guess you are storing returns
in some child panel? If so, using Keep a Total, can be used to count
the number of records matching a criteria (ie formula on a flag field
indicating 1 or 0 . The kept total is on the parent panel, and if you
do not want to chow it or take up valuable real estate then use a G9::H
field. Refer to that field to check that it is less than 2 when send
ing mailings.
Regards
Brian
-----
Original Message -----
Sent:
Monday, February 18, 2008 10:01 AM
Subject:
[Dataperf] Mailing list management
Hi Everybody,
Does anybody here have experience with mailing list management?
Specifically, I want to track returns, so after two returns, the name
is flagged off the mailing list. I also want the date the name was
flagged off recorded.
Any suggestions?
Thanks.
Charlie Wolf
_______________________________________________
Dataperf mailing list
[email protected]
http://lists.dataperfect.nl/mailman/listinfo/dataperf
_______________________________________________
Dataperf mailing list
[email protected]
http://lists.dataperfect.nl/mailman/listinfo/dataperf
_______________________________________________
Dataperf mailing list
[email protected]
http://lists.dataperfect.nl/mailman/listinfo/dataperf
_______________________________________________
Dataperf mailing list
[email protected]
http://lists.dataperfect.nl/mailman/listinfo/dataperf
|
