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Re: Two tables open in same interface based on linked record

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Shuyen
5 - Automation Enthusiast
5 - Automation Enthusiast

I'm building a CRM for my friend running a coaching business. There are two tables I would like to surface at the same time in a single interface "Sessions" & "Client"

I want to create a user friendly view where she can see today's sessions - she can take notes etc for each session, and also have relevant client details up. 
(I've done a little mockup to explain)Screenshot 2024-06-07 at 4.57.15 pm.png

I know I can use Lookup fields to surface this information, but is there a cleaner way so I can simply open the Client details when a Session is selected (I'm using Record View but there might be another option)

Any advice appreciated! 🤗

1 Reply 1

Hm, I managed to come up with this:
Screenshot 2024-06-08 at 4.43.41 PM.png

Screenshot 2024-06-08 at 4.43.39 PM.png

Screenshot 2024-06-08 at 4.43.35 PM.png

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