Creating a record in one table from another table

Question

Hello!&nbsp; I have a table "Customers" where we enter customer info when they call in.&nbsp; I also have a table "Club Members" that is loaded with club member info.&nbsp; I have people in "Club Members" that are not in "Customers" because they are not entered into "Customers" until they actually call in.&nbsp; When they do call in, I have a lookup in "Customers" for member # that links to the correct member in "Club Members".&nbsp; I hope that made sense.&nbsp; What I would like to be able to do is have the ability to pull the address, phone, and email from "Club Members" into "Customers" as well, but I am not sure how to do that if I also have customers that will require me to enter their personal info manually.&nbsp; I have thought about going ahead and loading the club members directly into the "Customers" table, but I have payments attached to many of the club members.&nbsp; Suggestions?&nbsp; I appreciate your time!​------------------------------Kim Cameron------------------------------

kimg · Answer

Hi Kim,So is your "Customer" table basically a subset of your "Club Members", or do you have "Customers" who aren't "Club Members"? Here's how you could handle each case:If ALL your Customers are Club Members, then you just need to pull the related fields from the "Club Member" into your "Customer" table.&nbsp; You wouldn't need fields on the Customer because you would be pulling the related fields from the Club Member record.&nbsp; In the Customer-Club Member table relationship, add the look up fields of email, address, etc.&nbsp; (If someone is completely new, then they probably need to be entered first as a club member, then added as a Customer)If you have some Customers who aren't Club members, then you would need a separate field, but could copy that info to those fields using an automation.&nbsp; For that you could set an automation that says when a Customer is created, you copy the related Club Member fields to the corresponding Customer fields.I hope this helps.------------------------------Kim G------------------------------

kimcameron2 · Answer

Hey!&nbsp; Yes, I have some customers that are not club members, so the automation would probably be the best method.&nbsp; I will give it a try!&nbsp; Thank you for your help!------------------------------Kim Cameron------------------------------

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Creating a record in one table from another table

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