I want to have one base that uses a same customer record in different ways. I have an “Intake” table that I’m hoping can auto populate my “Outreach” table for consumer outreach.
So, what’s the easiest way to set it up so that these two tables will talk to each other? The records will be the same, so maybe I have to design the base with this in mind?
If someone populates data into the Intake table, I’d like some of that data to auto-populate into the Outreach table.