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Continuously updating records

Question asked by SeamusDoone on May 24, 2012
Latest reply on May 24, 2012 by SeamusDoone


Continuously updating records



I have a problem.  I have two tables: (1) Consumer Purchasing History and (2) Sales Lead Database.  I need the second database to constantly be updating itself.  

In other words I want (2) to tell me when someone moves from a lead to a customer.  I attempted this with look up values but this does not work because when I make a new record in sales leads it is looking up the current values in the related database (1).  I need (2) to look up the values in (1) continuously so that (2) automatically tells me if the lead has turned into a customer.  I believe this is possible but have not been able to figure it out.