kevybaby Posted August 10, 2013 Posted August 10, 2013 Database with separate tables for Customer Information and Quote Request Generation. Per desire of coworkers, If they want multiple contacts from the same company, these are separate records in the Customer Information table (I would have preferred to set up differently, but that's what they wanted). I have set it up so that when they enter a Company Name in the appropriate field in the Quote table, it pulls address, phone, etc. from the first matching record in Customer Info and then tab takes them to the Contact Name field which is set up with a "Related Only" lookup of names from that company. However, I have noticed that it takes a couple of minutes for any new names recently entered to be available (even if it is the first person entered because of a new company). Has anyone else experienced that? Example 1: User enters a new company, Acme Inc. with Mickey Mouse as the contact name. Commits record and then clicks the "Create new quote from this client" button which goes to the Quote Request table/layout with this contact ID # (unique ID that is transparent to the user). Company name, address, etc. populates correctly, but the new name is not available in the pop-up menu. Example 2: User adds a new contact (Goofy) for an existing company, Amalgamated Industries that already has Minnie, Daisy, and Donald as contacts. Manually switches to the Quote Request table/layout and starts new Quote Request. User selects Company and then tabs to Contact field where Minnie, Daisy, and Donald are available contacts but Goofy is NOT available. (New company/New contact vs. how they navigate is irrelevant to the issue).
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