Link clients, jobs and opportunities

edited 12/09/19 in Smartsheet Basics

Hi guys.

I use SmartSheet to track clients, jobs and opportunities. I have a sheet for each.

For the most part, it works well. But the one area it's letting me down is linking relevant records.

I'd like to be able to go to the client card and see all their jobs and opportunities. And I'd like to be able to go to a job or opportunity card and click the client link to go to their card.

I could do all this linking manually, but it would be too much work. Instead, it would be great if, when a new opportunity comes in, I could create a new card in my Opportunities sheet, and when I get to the Client field, I could start typing the client name, and it would search as I type - or afterwards - and allow me to SELECT an existing client if one exists that matches what I typed. If no match, then it adds a row in my Clients sheet.

I'm fairly certain this can't be done, but I'd love to be wrong! Please let me know if I am. :-)

And if it's not possible, does anyone have any suggestions about how I could do it differently, but achieve a similar result? Happy to use a plugin/extension if reasonably priced.

Thanks in advance,