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 Screenshot 2024-06-07 at 4.57.15 pm.png](/t5/image/serverpage/image-id/34727i3655B8A73AE96D28/image-size/large?v=v2&px=999)
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! 🤗