I'm a newbie and I'm having a problem and I hope someone can help.
I'm creating a database with basically a customer table and a table for all the contacts I will have with that customer.
The link is the customer ID field.
I want to be able to click on a button on the customer record and open a new contact record and prepopulate the customer # field from the customer record I was just on. I would then add my notes for that contact session and then upon enter automatically go back to the customer record.
I have a portal on the customer record that displays all the previous contacts and that is working fine. I just want this nice automated way of adding new contact activity.
I've tried lookups and was working on a script but I don't seem to be getting anywhere.
Can anyone help?
Rick