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Extracting a report

Question asked by IlseVerhaert on Dec 2, 2013
Latest reply on Dec 2, 2013 by philmodjunk


Extracting a report



Our field reps are doing a survey per client by 10 of its employees. Using a button, I lead the field rep to the survey. What I want to achieve right now is the following:

     - Every time they start surveying with a new client, I want them to start from a blank survey, adding records per employee of only that client.

     -  Have a button that provides the display of the information of 5 fields, of only the employees of that client where they performed the survey at that moment. They need to send this information right away to the client.

 - In another file, all information of all clients should be gathered


 I hope this is possible... Thanks!