Hi, community, I’m looking for advice on a better way to organize my process for clients. (new to the process) Right now I handle this in two different bases but I’m hoping I can have all info in one. I have a client base then an inventory base. I work in the interior design/real estate is the industry. I have a client base that has the job description and address of the job that I do for a client, then I have another base that has inventory for the client and the associated address of the job.
Is there a way to have one base that shows the following path: client “A” info then I can drill down to client “A” particular job via address, then drill down to that addresses inventory sheet? I hope this makes sense. It seems silly to go to one base and put in all the details for the client except the inventory (which is done in another base) I’d love to handle it all in one if it’s possible then I can see all details for each client. Client “A” hired me to do “x” job then “x” job inventory details. I looked in the article that showed the process of the many relationships of a base but I got confused as to how to set it up. Thanks for the assistance.