Wasn't really sure what I was trying to ask here, so hopefully someone understands what I am trying to achieve1
We are building a custom CRM for a Financial Planning Business - probably 80% of the way there, just working out the last bits.
Where I am getting unstuck - we have client attached to a client group (thing husband and wife) and we have their investment accounts linked to them. Some providers have a unique Client ID and then can have multiple underlying accounts linked to that Client ID.
Currently we have a Client Group Table, Client table (for the individual members), Platform Client ID Table (to link the members to their unique ID with any providers), and a Platform account table (where individual accounts are linked back to the unique Client IDs).
This all works great, until we have an account that is owned jointly between members, and we end up with a double up (and the value is counted twice).
I have looked at so many things:
- trying to have it group by three ways, primary client, spouse, and joint investments
- tried creating a Count field so we could then say 'if there is more than one member linked, only show this on the first member' could couldnt find a way to then implement that across to the interface
Maybe i could set a field that holds the ownership type (individual, joint) and then group by that?
I just dont seem to be having much luck - any ideas appreciated!
I'm assuming your data is laid out like this:
 
If so, I think to get the display you want you're going to need a new table where each record represents a single link between the account and a member I'm afraid. That extra record we're seeing can't be manipulated as it technically doesn't exist; Airtable's just showing us the same record twice as a display thing, does that make sense?
