So, I created an advanced pdf/html form to print out a "Customer Program" that takes a customer's terms, group pricing, item pricing, sales rep info and displays it on the pdf form. This is accessed by a custom button on the Customer record (accomplished this with advice from someone here, thank you for that). This is a form that serves two purposes, the first purpose is an easily printable form to give to the customer so they can review their program. The second purpose (and this is where I need more advice) is for our sales reps to review annually to determine if their group pricing and/or item pricing needs to change. The challenge here is that each sales rep has hundreds of customers....