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!