Best practice to track client numbering system & client contacts?

heidijweiland

I am building a process to automatically generate unique project codes based on "client #-sub client #- year - project #". Should I have a separate sheet just to store the client and subclient numbers? And then store the client/subclient contacts (potentially multiple per client) in a separate sheet? If so, then would the data flow be:1. client intake form2. populates contact master list3. data gets sent to Client Numbering List?TIA!

Andrée Starå

https://community.smartsheet.com/discussion/128409/best-practice-to-track-client-numbering-system-client-contacts

Hi,

I hope you're well and safe!

Not sure I follow! Can you elaborate even more?

I hope that helps!

Be safe, and have a fantastic day!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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