live lookups?

Craig McPherson cdpublishing at qwestoffice.net
Mon Jul 14 15:24:15 PDT 2008


I use a similar feature for book orders. I can useGrabData to   
lookuplast to fill in fields like address, phone, email etc when the  
OrganizationName matches the new record.
I would not find it useful to change all previous records when an  
organizational representative's name changes.....that would cause  
confusion in regard to (all) the older records, which should remain  
intact.

In the instance where I want a new representative, I grabdata for the  
last record for a given organization, then manually change the first  
name and last name for the new person so it doesn't screw up the  
older records.....
Craig McPherson
On Jul 14, 2008, at 3:17 PM, Chuck Fussman wrote:

> I am using the following code to track agents for our clients:
> lookup(info("databasename"),RPID,RPIDAgent,NameFull,"No Agent  
> Assigned",0)
>
> It works just fine. The "RPID" is a numeric code to reference our  
> clients in the database. Most clients have an agent, also in the  
> database. By entering the RPID for their agent in the field with  
> this calculation, Panorama looks up the Agent's name for the viewer.
>
> Here's my question, though. If an agent changes their name (one  
> just got married), this field does not seem to automatically update  
> for all of their clients. Is there a simple way to update changes  
> like this across the database?
>
> Thanks!
> -- 
> Peace,
> Chuck Fussman
> RealPro Real Estate & Mortgage
> Office: (970) 204-HOME (4663)
>
> "Success usually comes to those who are too busy to be looking for  
> it."
>    - Henry David Thoreau
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