Kinook Software Forums

Go Back   Kinook Software Forums > Ultra Recall > [UR] User Tips, Tricks and Samples

Reply
 
Thread Tools Rate Thread Display Modes
  #1  
Old 10-29-2007, 08:29 AM
janrif janrif is offline
Registered User
 
Join Date: 07-08-2005
Location: Ridgefield CT USA
Posts: 852
workflow//usage question for everyone

So you have your list of contacts and you set an appt w one of them, do you:

(1) create a task child item so you can eventually click on the contact & see all your activity as a list

or do you:

(2) add a note in contact details & create a reminder?

I also wonder about this considering that the 2007 roadmap includes some kind of graphic calendar integration which will probably affect workflow//usage

Thanks
Reply With Quote
  #2  
Old 10-30-2007, 02:41 AM
UltraUser UltraUser is online now
Registered User
 
Join Date: 10-31-2006
Posts: 25
How about creating an appointment and linking your contact to it? Added advantages:
- You can have one appt with several contacts without creating the appt several times
- You can set a reminder on the appt itself
- My guess is that appts will be used for the upcoming calendar view in the 2007 roadmap
- Looking back at your contact, you can easily have a history of appts (parent items)
- Or you can refine and use a fancy custom query that you then add as a sub-item of your contact; even better, add this to the contact template

Hope this helps

Cheers
Reply With Quote
  #3  
Old 10-30-2007, 06:13 AM
quant's Avatar
quant quant is online now
Registered User
 
Join Date: 11-30-2006
Posts: 967
I'd do it the same way as UltraUser.

Some time ago I was thinking about how to implement "shop that lends dvds" (which is similar to this problem). It had to have database of dvds, database of users, list of all loans, list of active loans.

I found it very difficult to do it in efficient way

If I were to design sql database, it would be pretty straightforward. The problem in UR is, that attribute cannot be of "existing template" type. The attribute can only be string, number, date, ... and you have to fiddle with links and think about complicated searches and scenarios. It is ugly, considering that UR is in fact based on standard database.

I think sqlnotes would be ideal for this.

Kinook, would it be possible for attributes to be of another template type?
Reply With Quote
  #4  
Old 11-08-2007, 05:14 PM
janrif janrif is offline
Registered User
 
Join Date: 07-08-2005
Location: Ridgefield CT USA
Posts: 852
Quote:
Originally posted by UltraUser
How about creating an appointment and linking your contact to it? Added advantages:
- You can have one appt with several contacts without creating the appt several times
- You can set a reminder on the appt itself
- My guess is that appts will be used for the upcoming calendar view in the 2007 roadmap
- Looking back at your contact, you can easily have a history of appts (parent items)
- Or you can refine and use a fancy custom query that you then add as a sub-item of your contact; even better, add this to the contact template

Hope this helps

Cheers
Sure it helps. Question. Where would you store mtg notes or telephone notes.

And could you explain "even better, add this to the contact template" this a bit more. How does user add an automated query to a form?
Reply With Quote
Reply

Thread Tools
Display Modes Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is Off
HTML code is Off



All times are GMT -5. The time now is 04:18 PM.


Copyright 1999-2019 Kinook Software, Inc.