Well I wouldn't necessarily copy any customer data if I were you. I'd link the new Offer_PC record to a specific record in Cust_Data via a relationship and then I can display that data. That said, sometimes you want to capture a copy of that data because you want to know what data for that customer was current at the time the offer was made and don't want it to change when a customer's contact info changes at a later date.
Either way, the first requirement is to set up a relationship linking the two tables. FileMaker, after all, is a Relational database system.
First add an auto-entered serial number field, __pkCustomerID to your .
Set up this relationship:
Cust_Data::__pkCustomerID = Offer_PC::_fkCustomerID
For an explanation of the notation that I am using, see the first post of: Common Forum Relationship and Field Notations Explained
Then a button on your Cust_Data layout can perform a script such as this:
Set Variable [$CustID ; value: Cust_Data::__pkCustomerID ]
Go to Layout [ "Offer_PC" (Offer_Pc ) ]
Set Field [Offer_PC::_fkCustomerID ; $CustID ]
That script creates a new record in Offer_PC and links it to the clicked Cust_Data record from the previous layout.
Then see this link for a discussion of the two options (copy or link) for showing customer data on your offer pc layout: Auto Fill
Thanx a lot Phil, for your prompt and right on spot answer !
Edit: Also the follow up link for autofilling the rest of the record data was very helpful ! Only difference was, I used merge fields to show the rest of the data.