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Autofill Customer Information.

Question asked by MartinRochefort on Jul 18, 2011
Latest reply on Jul 22, 2011 by philmodjunk


Autofill Customer Information.


Hello.  I would like to automate the data entry for a work order record into my layout titled "Dockets and Progress".  Specifically so that all customer information does not have to be entered each time a new record is created.  I would like to have have the Address, City, Province, Postal Code, RR#, Tel, Fax, email, autofill upon selection of the customer name.  This information has been imported from Simply accounting and all exists in separate fields in another layout titled "Customers".  I have enabled the customer name to be selected / auto completed from a drop down menu. Is it possible to have the rest of the fields autofill from the record in my "Customers" table at the same time a customer name is selected.  Basically what I would like is an altered version of my form view from my "Customer" layout to show up in my "Dockets and Progress" layout.

Any help is greatly appreciated.


FMP 11

Snow Leopard 10.6.8