Auto fill field with data from same field from most recent (date/time) preceding record
Sorry, I'm not sure if the subject makes sense... Let me try to explain a little better. We have a client database where we create a new record -- "activity notes" -- for each client when we do some activity on their behalf. Each activity has a date and time. And on each client's page we see a portal list of these records (activity notes) sorted by date and time. When we create a new activity record, it would be great if certain fields were automatically filled with the data from the last activity record; by "last record," I mean what was the most recent, date/time-wise, activity record for that client, before creating this new record. Does that make sense?
Thanks so much in advance!