Hello,
I am very new to access and need some help. I've downloaded the template from Microsoft "Sales Pipeline" for Access 2007. I've been able to make some basic changes to the template to make it useful for my purposes thus far. However, I've hit a roadblock.
On the Form "Opportunity Details" it has the ability to select a customer, if one has already been put in the database. However, if you have not entered one, you can type the name and it places the data in the "first name" & "last name" section of the "Customer Details" form.
Here is what I need…I would like to be able to type a company name in the opportunity details and have that flood to the Customer Details and add first name and last name later. Basically all I need is to change the information from appearing in the first name, last name section, and adding it to the company section.
Can someone help me with this request?