Notes/Domino 6 and 7 Forum : View and a linked information table in a one sreen

Hello,
description:
We have created a customer data bank, in which the business transactions (chance, offer...) are put on to the customers. There are many informations behind a business transactions, which must be procured fast for the user. I have considered a table (record sheet). It is to indicate the relevant informations to each document(business transaction) if one document is selected by clicking on it. The table is on the same screen as the view with business transactions. Above view, under table. The informations in the table are shown here as embedded views and come from different data bases.

Solution up to now:
An agent was created, which indicates all data for a marked document and it is activated by switching a button "Show all Informations".

Problem thereby:
1. If you need informations to the new business transaction (document), you must always operate the switching surface to run this agent.
2. New documents had being created. Within two weeks we have been creating around 680 docs (only in the test operation)!!!!

Agent:
Sub Initialize
Dim session As New NotesSession
Dim db As NotesDatabase
Dim ws As New NotesUIWorkspace
Set db = session.CurrentDatabase
Dim collection As NotesDocumentCollection
Set collection = db.UnprocessedDocuments

Dim coldoc As NotesDocument
Set coldoc = collection.GetFirstDocument

coldocid = coldoc.UniversalID
firma = coldoc.GetItemValue("firma")(0)
salesnum = coldoc.GetItemValue("salesnum")(0)

Set doc = db.CreateDocument
doc.Form = "Karteikarte"
doc.salesdocid = coldocid
doc.salesnum = salesnum
doc.firma = firma
Call doc.Save(True, False)

Call ws.SetTargetFrame( "summarize" )
Set notpesUIDocument = ws.EditDocument( True , doc)
End Sub

Do you know some better solutions, where no documents will be created and the informations in the table will be shown by marking a document (simply click) in the view?
Is it possible?

Thanx a lot!

Adrian