Early in developing access based CRM I found that having multiple instances of the same form ended with issues (i.e. customer notes were being placed against the wrong records etc.) so upon opening each form currently the program checks to see if already open, if so stops the new form opening.
Is there a way of having multiple forms open which will allow the users to record details against the currently viewed record (not necessarily the latest opened form)?
Screenshot attached of a typical example, staff may open the details page and then perform an action which needs to be saved against the specific record.
Is there a way of having multiple forms open which will allow the users to record details against the currently viewed record (not necessarily the latest opened form)?
Screenshot attached of a typical example, staff may open the details page and then perform an action which needs to be saved against the specific record.