ChrisNewsome
5 years agoQrew Captain
One form to create records in multiple tables at once?
I feel like this is a dead-end, but I have a request to create a form for our office assistants to gather information from customers at one time, rather than multiple screens, etc. Here's a rundown of what we do:
Table - Customers
1. Create new customer (name, #, email, address, etc.)
Table - Opportunity
2. Create new opportunity under that customer's name (Customer < Opportunities)
Table - Activities
3. Create new activity to meet with customer at set date / time. Associated to both the customer and the opportunity
(Customer <activities, Opportunity < activities)
We use these tables daily, but the person taking the call has to access all 3 tables and create all 3 records while they're on the call with the customer. Typically this is from the customer page, as I have the "add opportunity" and "add activity" buttons there. However, a branch manager asked me if there was a way I could create a form that would perform all 3 of these functions at once, in 1 screen, without all the clicking and loading. I don't think I can do that, based on the searching I've done on the forums here, but I wanted to throw it out there and see what comes of it. Hopefully someone has an answer.
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Thanks,
Chris Newsome
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Table - Customers
1. Create new customer (name, #, email, address, etc.)
Table - Opportunity
2. Create new opportunity under that customer's name (Customer < Opportunities)
Table - Activities
3. Create new activity to meet with customer at set date / time. Associated to both the customer and the opportunity
(Customer <activities, Opportunity < activities)
We use these tables daily, but the person taking the call has to access all 3 tables and create all 3 records while they're on the call with the customer. Typically this is from the customer page, as I have the "add opportunity" and "add activity" buttons there. However, a branch manager asked me if there was a way I could create a form that would perform all 3 of these functions at once, in 1 screen, without all the clicking and loading. I don't think I can do that, based on the searching I've done on the forums here, but I wanted to throw it out there and see what comes of it. Hopefully someone has an answer.
------------------------------
Thanks,
Chris Newsome
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