I have a customer search form (user types customer name and all matches populate in subform below). On this form i have a 'new activity' button that, when a user clicks, i would like for it to open an activity window to make notes on a policy, if it cancelled/reinstated/etc. i would like for the user to be able to select from the search form, the record that has the insured name on it, and then once they click the 'new activity' button, to have that activity form open with the insured name prefilled in the header of that form so that they do not need to type that in again.
Novice user, slowly learning. Thanks in advance for any help!! Greatly appreciated