One more note regarding linking the tables.

I did manage to link the 2 tables together but in reverse.
I linked from the customer transaction to the customer information. I did get a warning but the linked sticked anyway. the warning was that the fields were of different type. Not sure why as they are both string(6).

Only issue with that is
1. it is not the right way of doing things
2. It is very slow as it has to go through all the transactions