Summary table by customer

[delphinecarter]

Table A is a list of customers and each item they bought. I have a Table B where every time a new customer is added to Table A the customer name and a few other columns are added to Table B. If a customer buys something but the customer name already exists in Table B then nothing happens. Feel like this should be easy but can't figure it out...

[Pascal_Gallais-]

Hello Delphine,

It depends on how your tables are populated (manually, forms, automations...)

If you input the data manually, you may want to input the data in table B first (all information related to the new customer) and then add a "linked record" to table B in table A.

You will then have the possibilty to add lookup fields in table A to bring down information from table B (customer name, mail...)

Hence, each time a new sale is inserted in table A, you select the customer who bought the item and all information will be displayed.

Regards

Pascal