creating connections between forms

[premis]

Ok, I'm not real sure how to word this, I'll try my best and include a picture.

I have a database that tracks my client information. The forms also include the agent servicing the client and the referral source from where the client came from. I also have tables and forms for each referral source and agent. Currently, if a client is referred by a referral source I go to the referral source table and make a note of it in a text box. Instead, could I tie the referral source and client table together? If, on the client form, I select that a client "Tom" came from my referral source "john" could it tie the client to the referral and note it on the referral form? My referral box on the client form sources the table of my referrals.



Hope that makes sense.

[June7]

Not quite making sense.

Agents is a table of all possible agents to select from?

ReferralSources is a table of all possible sources to select from?

If so, you need a field in Clients to save the referral ID. Is that the Source box you show on form?

[premis]

Thanks for the reply, I know it's a little hard to explain.


Agents is a table of all possible agents to select from?
correct

ReferralSources is a table of all possible sources to select from?
correct

If so, you need a field in Clients to save the referral ID. Is that the Source box you show on form?
Yes, the source box pulls from the referralSources table.

I'm trying to automatically modify the record of the person that makes the referral in the RefrerralSources table based on if I select their name on the client form. Maybe that will help....

[June7]

What needs to be modifed in the referral source record?

[premis]

What needs to be modifed in the referral source record?

A field to list all of the client records that the referral is tied to.

[June7]

The would be a multi-value field. I NEVER use multi-value field.

You already have that information available with the data that is in the Clients table. Query the Clients table for all the records a ReferralSource is associated with.

[premis]

The would be a multi-value field. I NEVER use multi-value field.

You already have that information available with the data that is in the Clients table. Query the Clients table for all the records a ReferralSource is associated with.

hmm, that's a good point. I suppose that would suffice. Thanks again for the help!