Hello guys !
I’m creating a tool for my agency in order to calculate all the margins for the projects etc… and the revenue we provide to the freelances we are working with.
I’ve managed to affect a “owner” in a project but I can’t put all the freelances that are working on it, I can choose only one…
I’m using the “Company CRM” template.
Beside, one Client Manager can have multiple projects…
If you’re storing the “freelances” info in a column, you can have a choice component that is set to allow “multiple choices”. You can then write the freelancers’ email or rowIDs to that column.
Then, use a split text column to split that “freelances” column, relate them back to the list of freelancers and use that relation to power your collection.