First of all, thank you so much for your help. I have searched for 2 days, and have been unable to find an answer to a seemingly simple question. Second, my experience level I would say is intermediate.

I have 2 tables and a form that I am working with. One table includes customer/order details (shoppingcart_extended), and the other table contains fields for following up with customers (dbo_tblCustomerFollowUps). I have a form (CustomerFollowUpAdd) that displays query results from shoppingcart_extended based off of a set of criteria that qualifies customers for a possible follow-up phone call.

I need to add a record to the "dbo_tblCustomerFollowUps" table by clicking on a button on the CustomerFollowUpAdd form. The action should create a new record and fill the fields for
"Type"-unlinked combo box,
"Email"-qry result,
"Date"-Now()…on form as “default value” for field on form,
"OrderID"-qry result.

The remaining fields in the dbo_tblCustomerFollowUps table can be left alone for updating later.

The fields in the "dbo_tblCustomerFollowUps" table are: FollowupID (Prim Key), Type, Notes, Email, Date, OrderID, CompletedFlag, RepID.

The fields on the query result form are:
SumOfTotalOrders –Sum of orders grouped by email address
CountOfNoshowid – count of orders grouped by email address
LastOfNoShowid – most recent order #
Email – query results grouped by this field
LastOfBillingName – most recent customer first name
LastOfBillingLastName – most recent customer last name
Type – Unbound combo box
Date – Unbound text box w/default value of Now()

Thank you again for your help. I greatly appreciate it.

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Answer from Richard Rost:

So you need to open up one form from another form and set some values? You can do this easily with a few lines of VB code in a button.

Docmd.Openform "Form2"
Forms!Form2!FirstName = Me!FirstName
Forms!Form2!LastName = Me!LastName
etc.

For more help on this, see:

If you want to refer to a value on a Form, you can use the notation:

Forms!FormName!FieldName

You can use this notation inside of queries, other forms, or even reports. I have a free tutorial that explains how to use this:

http://599cd.com/tips/access/forms-formname-field-notation?key=BlFAlEx

Note that if you're refering to a value on a SUBFORM, the correct notation is:

Forms!FormName!SubForm.Form!FieldName

Crazy, I know. Enjoy! Hope this helps.