Initial Values: SELECT, ANY, or LOOKUP?

[Ms_Margo]

Greetings All!

Not sure if I should be using SELECT, ANY, or LOOKUP for initial values when trying to pull data from one table to another based on user email….

I have two table:

Employee information (table name: team)

• Email = [email]
• Sales Region = [team_region]
• Product Area = [team_pa]

Customer Activities (table name: activities)

• Customer Name = {customer_name]
• Customer Region = [customer_region]
• Customer product = [customer_product]

When an employee enters a customer activity, i would like the customer’s region and product area to have the initial values (or maybe suggest values?) of the employees region and product area.

I am totally mixed up on which function to use, but the two i have tried are not working….

SELECT(team[team_region],[email]=USEREMAIL())
LOOKUP(USEREMAIL(),”Team”,”email”,”team_region”)

Any help would be welcome