Data Entry Form Help

[eddie.turner]

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