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Two tables open in same interface based on linked record

  • June 7, 2024
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Shuyen
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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! ðŸ¤—

1 reply

TheTimeSavingCo
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Hm, I managed to come up with this:

Link to base   


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