I’m just getting started using Airtable so thanks for any advice on this request.
Our first table is just a sign up form (client, address, etc). They are signing up for a service package that has several items in it.
I’d like to make a separate table that automatically pulls these new clients in as records and then in the second table have some sort of checkbox system(?) as we complete the services/items they’ve purchased.
Is this best used with checkboxes, or a roll-up feature ??
This is so basic I’m sure, but I have little DB and linking knowledge.
We were previously doing this in Google sheets with a lot of ⌘C/⌘V and time .
Thanks for any help.