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TAMdbfr

Started by JohnGage, May 31, 2012, 01:48:09 PM

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JohnGage

Does anyone know how to filter a set of results in TAMdbfr?  It's more of a learning exercise rather than a true problem but I would like to add a department code to an activity already in the system.  I can perform the find in TAMdbfr to retrieve all activities for a specific client but I would like to further filter it down to only those w/o a department code rather than having to page down through the entire found set.

Tried what seemed like obvious boolean strings but no luck.
John Gage
Systems Admin
Knight Crockett Miller Insurance Group - Toledo, OH
4 locations in Ohio and Indiana

53 users TAM Online

Billy Welsh

An example of setting a filter from an Applied Support chat transcript (for editing recurring/saved J/E's; bold/italic are my notes after the fact):

Heidi Vaseloff 14:43:44 CDT> Open a dos window
Heidi Vaseloff 14:43:51 CDT> go to the TAM drive
Billy Welsh 14:43:31 CDT> OK
Heidi Vaseloff 14:44:12 CDT> cd\wintam
Heidi Vaseloff 14:44:14 CDT> tamdbfr
Heidi Vaseloff 14:44:18 CDT> log in (TAM credentials)
Heidi Vaseloff 14:44:21 CDT> use defaults
Heidi Vaseloff 14:44:24 CDT> set read off
Heidi Vaseloff 14:44:37 CDT> set filter payee="{j/e name at issue}"
Heidi Vaseloff 14:44:43 CDT> brow
Heidi Vaseloff 14:45:01 CDT> arrow to 1st problem line in the list (each line needs a unique ref #)
Heidi Vaseloff 14:45:07 CDT> esc
Heidi Vaseloff 14:45:12 CDT> edit (enter)
Heidi Vaseloff 14:45:28 CDT> I need you to arrow down to the ref field
Billy Welsh 14:45:37 CDT> I am there
Heidi Vaseloff 14:46:27 CDT> arrow over to the # in the field and
type a unique # in place of the repeated #
Billy Welsh 14:46:20 CDT> Done
Heidi Vaseloff 14:46:58 CDT> F10 to save the change
Heidi Vaseloff 14:47:21 CDT> then close the tamdbfr window and try the j/e
again
Billy Welsh
VP of Accounting
CableSouth Media, LLC dba SwyftConnect

Lance Bateman

Can also do that with report on Activity, set the extra criteria to branch being null.