Hi, I am looking for insight into automatically connecting data between three grids.
Primary grid is a comprehensive volunteer application with a lot of long-answer questions, in addition to basic demographic information. This has maybe 40 or so fields, and I would like it to remain my primary grid. There should only be one entry per individual.
Second grid is a list simply of name of person and date volunteer agreement signed. There should be only one entry per individual.
Third grid is a scheduling form, where individuals can sign up multiple times for different volunteer shifts.
I understand how I could one-by-one manually enter the relevant data from the second and third grids into the first grid. (I’m using the modified Sales CRM template with interactions essentially as grid three: However, I’m looking for help to automatically place in primary grid the date the confidentiality agreement was signed. I have maybe 2000 records I need to integrate.
And I would like to also add separate interactions for each time the individual in the primary field volunteers. E.g., right now I know that Mary Smith is a teacher who speaks French and she has an extensive background researching Quebecois history. I also know separately that she completed a volunteer agreement on 5/10/2019. And, I know that she volunteered with us on 5/10/2019 and 6/10/2019 at our New York City site. I’d like to automatically combine these three grids so that in the primary grid I can access the information regarding the volunteer agreement and the interactions we’ve had with her.
Any thoughts appreciated.