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johndavis50

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  1. My staff needs to create "estimates" Every estimate relates to a customer (obviously) Some customers are already in our database so the staff can select that customer from a drop down or similar. But most customers are new so before staff can "create an estimate", first they need to "create" the customer. And it seems very inefficient to have staff first use one form to create the customer and then another form to create the estimate and finding the relevant new customer from a drop down in the estimate form. So what I want is: One form That asks my staff
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