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Logic of Sales Tracking with repeat Customers

Question asked by micheleclark on Feb 15, 2013
Latest reply on Mar 2, 2013 by petermontague1



I need logic help.


I am making a form for a sales person to record daily sales.


There will be entries for customers and invoice/purchase orders. These will include all the contact information for the customers plus an itemized list and quantity details in the order


I plan on showing these options through portals onto one simple form. However, let's say another sale is being made to a customer already in the system.... is there a way that he doesn't have to fill out allllllll their contact information again, but can draw from the form already made and have it load up?


How is this possible?


I appreciate it!