Is there any way when someone enters CL brand that we can have it auto choose BC and Dia. OR, maybe have an alert asking for BC and Dia?? Is there already a setting that does this and we are just not doing it??
Have you tried using the official CrystalPM medical record templates? The only way I know of to set up if-then functions is through the use of buttons. The official template has pre-built buttons you can use which do what you are describing.