I was recently hired to help help out an antiquated office (paper kingdom). The first task I've set for myself is to create a means of entering info from phone calls into a form with both PC and iPad functionality (mouse and touch). It should contain text fields as well drop down menus with lists of items to select from. Not a tough project to tackle, I'm sure.



One thing I'm already struggling with is allowing pieces of the info we add to appear at the top of the form in a line of text that will serve as the document's name when we save it. For instance, I'd like the form to be saved as DATE-NAME-SERVICE-CLIENT-AUTHNUMBER - all pulled automatically from the text fields within the form. Is Word ideal for this task or might another app be more suitable?

Thanks!
Eddie

You really should be using a database (not MS Access if you need iPad/Mac functionality) for that kind of data capture, not Word. If you need to produce an output, you could use either a database report or a Word mailmerge that gets the data from the database.

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Cheers,
Paul Edstein
[Fmr MS MVP - Word]