Help -- what is best way to accomplish this?

HCL Domino Domino Forum
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I am designing a Contact Managment Database and need to include a robust, ongoing notes field.

The notes field will have a time/date stamp, an attachment field and possibly two or three editable fields.

All the fields in each notes entry need to be seperate so they are searchable and we need to be able to include an infinite number of notes entries.

What is the best way to approach this?

Should I make a seperate document for each notes entry that is linked by a field to the main contact document?

If so, what type of document should the notes document be??

Thank you kindly for any help or insight.

Shawn

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Subject: Help – what is best way to accomplish this?

I have done this in the past with my CRM solution I developed. I did the seperate document for collecting each note and then used an embedded view to display the notes based on a contact/client ID.

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Subject: Help – what is best way to accomplish this?

A response doc would be the obvious answer or you can do normal docs and have them inherit a field which is unique to the main doc. Then use an embedded view to display them

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Subject: RE: Help – what is best way to accomplish this?

If the notes document is a response document called from the contact document:

in an embedded view within the contact document, how do I get the view to show only the responses to the current contact?

How do I program the view selection for an embedded view to show only the response docs the the currently open main (contact) document??

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Subject: RE: Help – what is best way to accomplish this?

  1. Build a view to hold only response documents.

  2. Use $Ref for the first column value.

From Help…$Ref is a special field on a response document that contains the unique ID of the parent document.

  1. READ from HELP…Creating an embedded view or embedded folder