I'm having a little trouble keeping track of the back and forth between customer and client. But in general, one technique that I use when I want new submissions to be linked I pick one of these options:
- email the person a link to a form with a prefilled url that prefills the form with info used to link the new form submission with the original record.
- use a portal system where the user only interacts with their own system. This is possible in a native Airtable interface, but usually is cost prohibitive, so this usually involves a third party portal.
By the way, I don't know that tagging a bunch of people is necessary. There are many helpful people on these forums, and they come to the forums on different days and at different times of day to volunteer their abilities. Some people go several days without checking the forum. One disadvantage of tagging a bunch of people is that people who are not tagged may feel less inclined to to answer. There are multiple new up-and-coming and returning users who can give good answers who might feel be hesitant to answer when it looks like you want an answer from a specific person or group of people.
