I have two table one that is my main client list and another that allows us to add notes, send emails, take payments, etc. when we go to our note table we choose a client name, then at this point we have to have two windows open to knack so we can transcribe all of the other info into the note like dob, case number, etc. Is there a way to make the information autofill when a name is choosen?
If I understand you right we do a similar thing.
We have a soldier whose records may/may not include multiple items
details of decease
units served with (multiple events possible)
wounded in action (multiple events possible)
prisoner of war and camps held in (multiple events possible)
media items/newspaper/photos (multiple events possible)
comments and notes (multiple events possible)
We start from a gridview listing all soldiers alphabetically and search from there using his service no or surname
The icons going across the page either link to a primary edit screen with menu options to the other selections.
Alternatively as the icons are present for every line item in the grid, you can link to the individual entry screens for each function carrying the key record data across with it.
For example if I want to see the notes screen for this guy, click the note icon
You can see we can add inidividual notes on multiples occassion (top left box) which are all listed at the bottom. These are stored in a connected file rather than stored within the soldiers master file.
In a similar fashion other mutiple event records can be accessed using these icons to call the entry screen directly
I could see this sort of functionality being used for payments for example.
Entry via this method assures you of the link to the master data file and lists all the “payments” received in a grid on the right side.
Starting from a grid has a definite advantage in terms of passing important values across
as can be seen in the last images where his service No, rank, given names, surname and unit are displayed across the page and the relevant info handled by a combination of different file text formulas etc.
Hope this might help
Ray