Lookup Columns Between Sheets
Good day all
I'm a newbie on the community.
I'm trying to deal with a scenario which I thought was very common and assumed Smartsheet would have an easy way to deal with.
The scenario is: we have a very simple sheet for managing customers. This sheet includes a customerID, business name, primary contact person, postal address, physical address and a few other columns.
Now I want to add a sheet for orders placed with us by our customers. This would then include an order date, sales person name, total number of items, delivery method and maybe a status field to track our delivery. One other piece of information is crucial - the customer that placed the order.
How can I, from the orders sheet, look up the customer from existing customers we have registered in the customers sheet?
This is very similar I guess to lookup columns in Microsoft SharePoint or relationships in a database.
How do we achieve this with Smartsheet?
Many thanks in advance.