Auto-Fill Customer List

[jfriesen13]

Howdy, I'm working on a Form for my construction company, and here's a brief explanation of what I'm trying to do:

I have a "Customer List" table, which hold information from all of my current customers; Customer #, Address, Contact, Phone #, etc.

I'm needing to create a form that will allow me to put order information in, such as Location Address, Invoice #, Work Start Date, Completion Date, etc., and I want the "Customer List" fields to auto-fill into the order so that I don't have to keep entering things in.

For example, Customer A has two orders, each at a different location. I want to be able to put the information in for just the order, and have the Customer info auto-filled in for me, as well as transferred to the Order Info Table.

Any help/templates would be awesome!

Thanks.

JL

 

[pr2-eugin]

Hello jfriesen13,

What you need is a good table design, that will allow you to add orders for a customers easily via a Main Form/Sub Form design..

clientTable:
ClientID - Number (PK)
ClientName - Text
ClientTel - Text
ClientOtherInfo - Text

ordersTable
orderNum - Number (PK)
clientID_FK - Number (FK)
orderLocation - Text
OrderOtherInfo - Text

With the above design a Main Form Sub Form structure will be easy to attach, so all you have to do is locate the appropriate customer and if you want to edit an old order, change it straigh off. You can also add new orders to the customers..

I have attached a small sample of how you should start with.. Hope this helps..

 

[jfriesen13]

Thanks for the response! The sub-form has helped me import to data to the form, but I'm still having trouble getting the data to then be written to the new table.

Since my customer list is pretty much complete, but I'm starting new jobs for the current customers, I'd like to have the old information (customer name, address, contact) from the "Customer List" table to be written to the "Projects" table. As it is, the "customer name" field transfers over, but the other fields don't.

I figure there's either a really simple explanation to this, or one so comprehensive that I can't wrap my mind around it.

Thanks again for pointing me in the sub form direction, now if I could only get over this last roadblock...

 

[jfriesen13]

I got to thinking (which can be dangerous); is there a way to do some sort of lookup to fill in the fields? If I already know the Customer Name, since they are all unique, would it be possible to copy the address and contact info from the original table?

Thanks.