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Dbltap
Before I spend a lot of time trying to create a form that may not work I
figured I’d ask about it here.
In my business I use an appointment sheet that I need to fill in a client’s
name and address, schedule a time for a job, select one of three employees to
do the job, and fill in the client’s agent’s name company etc.
I want to be able to create one contact based on the client’s info and
another contact based on the agent’s info and have the appointment set all
off this one form.
Can this be done.
figured I’d ask about it here.
In my business I use an appointment sheet that I need to fill in a client’s
name and address, schedule a time for a job, select one of three employees to
do the job, and fill in the client’s agent’s name company etc.
I want to be able to create one contact based on the client’s info and
another contact based on the agent’s info and have the appointment set all
off this one form.
Can this be done.