Hello, I am an insurance broker and I’m trying to create a client management database that will track my clients and the products I have sold them and also track my commissions as they are paid to me by the various insurance companies.
So there are basically client info, insurance products they purchased, and commissions paid to me that I’m trying to track.
So each client can have multiple products over the course of several years, and each product pays commissions at various times. Some products pay commissions annually, and some pay monthly.
I want to be able to pull up a clients info and be able to see, over the course of 10+ years or so what products they have purchased and each commission payment paid to me at specified dates.
Can this be done in airtable and how many tables should I create and how should I link them?
thanks in advance for any help!