Hi,
I have 2 tables, Csutomer_Master and Customer_Interactions.
In Customer_Master, I have fields like First_Name, Last_Name, Phone_Number, Membership_Status, etc.
In Customer_Interactions, I have fields like Phone_Number, Query_Type, Query_Sub_Type, Resolution_Provided, etc.
When a customer calls in for any query, the interaction is to be captured in the Customer_Interactions table. The first input field in the form is Phone_Number. As soon as the agent enters the customer's phone number, multiple display fields should get populated (First_Name, Last_Name, Membership_Status) from the Customer_Master table. This will help the agent identify the customer and provide the agent with the customer's membership status as well.
How do I go about it? I checked the tutorials however I am not really clear as they mainly talk about Cascading Drop Downs and a single display field being updated.
I am a Fabrik newbie with little coding experience. Will really appreciate as much detail as possible.
Thanks is advance.
Regards,
MS
I have 2 tables, Csutomer_Master and Customer_Interactions.
In Customer_Master, I have fields like First_Name, Last_Name, Phone_Number, Membership_Status, etc.
In Customer_Interactions, I have fields like Phone_Number, Query_Type, Query_Sub_Type, Resolution_Provided, etc.
When a customer calls in for any query, the interaction is to be captured in the Customer_Interactions table. The first input field in the form is Phone_Number. As soon as the agent enters the customer's phone number, multiple display fields should get populated (First_Name, Last_Name, Membership_Status) from the Customer_Master table. This will help the agent identify the customer and provide the agent with the customer's membership status as well.
How do I go about it? I checked the tutorials however I am not really clear as they mainly talk about Cascading Drop Downs and a single display field being updated.
I am a Fabrik newbie with little coding experience. Will really appreciate as much detail as possible.
Thanks is advance.
Regards,
MS