Staff
SeedCodeComplete2.Staff History
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Changed lines 7-9 from:
Note that the staff "shortname" is the key used to link staff to events in the calendar, and to projects. Keep it short.
to:
Note that the staff "shortname" is the key used to link staff to events in the calendar, and to projects. Keep it short.
Our script "Record Logged in Staff" records the logged in user's Account Name and "shortname" in global fields upon startup. You can use this shortname to create behaviors specific to the logged in user as we do with [[pinned contacts]].
Our script "Record Logged in Staff" records the logged in user's Account Name and "shortname" in global fields upon startup. You can use this shortname to create behaviors specific to the logged in user as we do with [[pinned contacts]].
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You'll find a simple table for staff on the Settings screen. If you add your staff members FileMaker account name, they'll be able to see [[OnlySeeMyEvents | just their items]] in Active Projects and "Pinned" contacts.
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You'll find a simple table for staff on the Settings screen. If you add your staff members' FileMaker account names they'll be able to see [[OnlySeeMyEvents | just their items]] in Active Projects and "Pinned" contacts.
Changed line 7 from:
Note that the staff "shortname" is the key used to link staff to events in the calendar, and to projects.
to:
Note that the staff "shortname" is the key used to link staff to events in the calendar, and to projects. Keep it short.
Changed lines 1-2 from:
!! Where to I record staff members?
to:
!! Where do I record staff members?
Changed lines 3-4 from:
You'll find a simple table for staff on the Settings screen. If you add your staff members FileMaker account name, they'll be able to see [[Just My Items | just their items]] in Active Projects and "Pinned" contacts.
to:
You'll find a simple table for staff on the Settings screen. If you add your staff members FileMaker account name, they'll be able to see [[OnlySeeMyEvents | just their items]] in Active Projects and "Pinned" contacts.
Changed lines 3-13 from:
What we do is record staff as
We then maintain two separate value lists of
!! What is the difference between
"Staff" is used as a key linking staff hours to
"Staff Full Name" is for when a staffer's name needs to appear somewhere customer facing: on something you print for example
to:
You'll find a simple table for staff on the Settings screen. If you add your staff members FileMaker account name, they'll be able to see [[Just My Items | just their items]] in Active Projects and "Pinned" contacts.
You may also want to record staff as contacts in their own right in the Contacts table, usually using one of the "tag" options to mark them as such. This way you can record multiple addresses, phone numbers, etc. as well as have them participate in all the other things you can do with "real" contacts: even invoice them. Of course if you only have a few staffers you may not need to enter them into Contacts at all.
Note that the staff "shortname" is the key used to link staff to events in the calendar, and to projects.
You may also want to record staff as contacts in their own right in the Contacts table, usually using one of the "tag" options to mark them as such. This way you can record multiple addresses, phone numbers, etc. as well as have them participate in all the other things you can do with "real" contacts: even invoice them. Of course if you only have a few staffers you may not need to enter them into Contacts at all.
Note that the staff "shortname" is the key used to link staff to events in the calendar, and to projects.
Added lines 1-13:
!! Where to I record staff members?
There is no separate "Staff" table in SeedCode Complete, though you may wish to add one. If you do, you'll base the Staff and Staff Full Name value lists on fields in your new table.
What we do is record staff as contacts in their own right in the Contacts table, usually using one of the "tag" options to mark them as such. This way you can record multiple addresses, phone numbers, etc. as well as have them participate in all the other things you can do with "real" contacts: even invoice them. Of course if you only have a few staffers you may not need to enter them into Contacts at all.
We then maintain two separate value lists of staff: "Staff" and "Staff Full Name".
!! What is the difference between the value lists Staff and Staff Full Name?
"Staff" is used as a key linking staff hours to projects (if you're using time tracking) and linking staff to events more generally. Note that you may choose to record your staff in [[resources]] instead of or in addition to recording them in the "staff" value list.
"Staff Full Name" is for when a staffer's name needs to appear somewhere customer facing: on something you print for example.
There is no separate "Staff" table in SeedCode Complete, though you may wish to add one. If you do, you'll base the Staff and Staff Full Name value lists on fields in your new table.
What we do is record staff as contacts in their own right in the Contacts table, usually using one of the "tag" options to mark them as such. This way you can record multiple addresses, phone numbers, etc. as well as have them participate in all the other things you can do with "real" contacts: even invoice them. Of course if you only have a few staffers you may not need to enter them into Contacts at all.
We then maintain two separate value lists of staff: "Staff" and "Staff Full Name".
!! What is the difference between the value lists Staff and Staff Full Name?
"Staff" is used as a key linking staff hours to projects (if you're using time tracking) and linking staff to events more generally. Note that you may choose to record your staff in [[resources]] instead of or in addition to recording them in the "staff" value list.
"Staff Full Name" is for when a staffer's name needs to appear somewhere customer facing: on something you print for example.
