How to duplicate form records into another form

J1mmy

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Hello.

In my database I have a group of forms that are for each employee in the company and tell them the details for all the clients that they manage. There is a line to be filled in inside the form that says "Managed By" and in here it'll say the employees name who is in charge of this client.

This is where my problem is, because I want some clients to be managed by more than one employee.

How do I got about this?

I originally did this by just making a query that said "paul" so when his name was entered into the "Managed By" line, this person would be added to his list. But I don't know how to do it so that Paul and Helen can have the same contact.

I would be greatful of any help.

Thanks in advance
 
My train of thought would be to have clients managed by groups.
You can then assign employees to that group.

For example:
Client: FastSpeed Co.
Managed by Group: PPM

Group: PPM
Employees: Peter, Paul and Mary

The assumption I ahve is also that clients are shared becaus or regional or branch structure.
Alternatively you can determine that each client is managed by up to x empoyees.
Then you create in the table one field for up to x employees and list them all in your form.
 

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