Hi, community, I’m looking for advice on a better way to organize my process for clients. (new to the process) Right now I handle this in two different bases but I’m hoping I can have all info in one. I have a client base then an inventory base. ...
Hi Jeremy,
This is quite a bit to digest and I really appreciate the details. Since my original inventory is in another base is there a way to link to that base? From what I’ve researched there isn’t but perhaps there is and I didn’t dig deep enoug...
Hi Jeremy, Is there a way to have a master inventory sheet in a base yet have each inventory be unique to the client, and then the property? I’ve managed to link the clients to the property address (one client will have many properties that I work ...
Hi I’m getting the hang of linking tables, I can link my client to a project but I’m having a hard time understanding linking my inventory to a property. The original way I have it is inventory is a base. I had a blank template with items (chair, s...
