Link clients, jobs and opportunities

divinewrite

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,

Glenn

Mick Jordan

Hi Glenn, how many clients, opportunities and jobs are you working with typically?

Mick

Andrée Starå

Hi Glenn,

One simple way to maybe set something up could be to use a report per client. Another approach could be to have Dashboards set up per client, but it all depends on your specific use case and maybe on how many clients you're working with.

I'd happily work with you and help you with setting up a solution.

If you'd like we can book a time for a free discovery call. How does that sound?

Please e-mail me at andree@getdone.se and well take it from there.

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant @ Get Done

Andrée Starå

Hi Glenn,

How did it go? Did you manage to get something set up?

Best,

Andrée Starå - Workflow Consultant @ Get Done