Christa_Patton - profile

Christa_Patton · Apr 30, 2020

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. ...

Christa_Patton · May 22, 2020

@Justin_Barrett thank you for the assistance as well as tagging @Jeremy_Oglesby. Much appreciation!

Christa_Patton · May 21, 2020

Hi Jeremy, This is quite a bit to digest. Is there a video tutorial where I can see this in action. I’m afraid I’m confused. Thanks!

Christa_Patton · May 11, 2020

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...

Christa_Patton · May 05, 2020

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 ...

Christa_Patton · Apr 30, 2020

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...

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