Hi,
Not sure if this is the correct forum but I think my problem is to do with portals.
What I want to set up is a dynamic customer entry field on a jobs worksheet. It is reasonably important that this sheet is as simple as possible as mouse to keyboard movements should be limited, and end users have low end keyboard skills - i.e. not computer operators)
On this jobsheet what I would like staff to be able to do is start typing the name of the customer and the field will auto fill based on typing. If the customer is a match (previous customer) it will then auto populate client details including client ID and if appropriate their account number. If not allow these details to added to the clients table. Alternatively, where the account number is already known the staff member can fill in the account number and the client info fields then populate.
As the dbase is relational I would also like the client information retained in a clients table and not doubled stored in the jobsheet table.
I am a total newbie to Filemaker so if this is too simple apologises up front.
Regards and thanks in advance.
