Lookups or Another Method

Discussion created by MarkNZ on Jan 2, 2013
Latest reply on Jan 4, 2013 by MarkNZ

Hi all,

Just a quick question...Which is the better method of inserting general Customer info from one Table to another. ie:Customer address info to Estimates. then over to Invoices etc.. .I notice some Developers use lookups, but I notice if the Customer details are changed or modifield in the Customer table they do not update in Estimates or Invoices unless you re lookup the same customer from Estimates as tho you were creating a new Estimate..

Should I be using the Customer Fields on the Estimate Layout so the information is dynamic or have Estimate customer fields with a lookup?

I currantly use a drop down value list in Estamates to Select CustomerID.

your thoughts appreciated.