Ultimately I would like to put in the loan officers name and the
phone, city state and log in id auto fill the rest of the form so I
don't have to type it each time.
the interface we use is a basic access name, log in id, phone, city,
state fields, type of problem text box--resolution text box and a few
buttons to start new call, close this call--
I doubt if you want to store this data with each record. What you do is
have a separate table with that information. When you input the loan
officer's ID (name, number or whatever) a link to a loanofficer table
retrieves that data to display it on the form, but should not store it
anywhere else.
Consider that if you store the data in each record and then if the data
changes, for example a new telephone number or address, then you may need to
edit hundreds or thousands of records to get them all updated. With a
linked (parent-child) table, you make one change and everything is changed.
Take a look at the Northwind sample database. It has examples of parent
child tables and relationships.