Help

CRM and event management

Topic Labels: Base design Data Sync Views
361 2
cancel
Showing results for 
Search instead for 
Did you mean: 
lucacordone
4 - Data Explorer
4 - Data Explorer

Good morning. I would like your advice on how to handle my needs.

I would like to create a CRM-like contact database called "Contacts".

Then I would like to create a database "Event1" where people can submit a form and register for the event. Then in this database I would like to create other tables always referring to the event in question.

I would like the contacts to be linked to event 1 if present in the CRM "Contacts" and, if not present, to create a new contact in "Contacts" with the data of the new subscriber.

It would therefore be two linked databases. One is the contact database and the other manages the contacts for that single event, but connecting them to the main database.

I hope I explained myself, I'm waiting for yours.
Thank you!

2 Replies 2
JamesHenders
4 - Data Explorer
4 - Data Explorer

In my opinion, it's a smart idea to set up a CRM for your contacts and an event management system. It helps keep things organized and makes managing events a whole lot easier. Trust me, having everything in one place can save you a ton of time and hassle!

EdithBrowning
4 - Data Explorer
4 - Data Explorer

Your project idea sounds like a solid plan. I've actually been tinkering with something similar lately, so I can totally relate.Setting up a CRM to manage contacts and an event management system is a smart move. It helps keep things organized and ensures you're on top of all your interactions.Speaking of organization, I recently stumbled upon the Me-Pos system. It's been a game-changer for me in terms of streamlining business operations. If you're curious to learn more, you can check it out online at https://me-pos.com/