Hi All,
I have two forms, Job Enquiry and Customer List.
In the Job Enquiry I have a dropdown box field that selects if the client is new or existing.
If new is selected I want to be able to automatically open the customer list form and complete the add new customer data entry.
If possible I would like to be able to select a client company name from a drop-down list in the job enquiry form and the other associated fields from the customer list (I.E. Contact name, telephone number, email, address, etc..) are automatically filled.
Finally, is there any easy way of maintaining a status log, such that any activity with the job; client phone call, email sent, etc. can be added into a comments box to record all related activities?
I hope that somebody out there in the community can provide me with some assistance.
Thanks in advance!