I'm brand new to Smartsheet and need some help solving my scenario.
Background: We service standby generators. We want to keep track of when we serviced a generator (or customer), what we did, when we did it. And be able to quickly look up those details but customer name.. I search on "Blow,Joe" and I get a list of all of the service calls we've made over time, what we did, who did it, etc.
I have two spreadsheets:
1 - All of the customer details, including the serial number of the generator, address, ets.
2 - The maintenance records, customer name, date, action, etc.
How can I build this view, where I enter a customer name, and I get the list of service calls for that customer? I could create a new filter on the maintenance records table, but that seems cumbersome. I'm looking for more like a form or report where I simply enter in a search field, find the customer name, and viola, all of the records apear.
Thanks for any help you might offer.
Our small company has been managing things with one spreadsheet (customer details) and the folks don't really want to learn anything new (like CRM) so smartsheet seems a good fit from that stand point.
