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