Hello, im currently trying to figure a way to have a client related to different sales visits, here is some context:
I’m currently on real estate business, and, i need to visit some houses with a client.
I usually make more than 1 visit (multiple houses) with each client.
I want to add a new visit log but to assign it to this expecific client.
As so: Mr x, visited:
House 1 on date YY/MM/DD (this should appear as a list on this client only)
House 2 etc…
Please consider that this client is already inside a list of different types of clients
Im trying to make a way that i can press a button and automatically pre set a message, but, relations, for some reason, will select the phone number as //
I’m pretty sure this is simple to do but my brain is not functioning today, thank you for the help
There are several ways to approach this, here is one way:
Firstly, make sure both your Clients and Properties tables have a RowID column
Next, create a Visits table. This table needs at least 3 columns:
– Date (of the visit)
– PropertyID (RowID from Properties table)
– ClientID (RowID from Clients table)
On your Property details screen, add an “Add Visit” button. This button should open a Form screen, with the Visits table as the target.
– Add a choice component to the form, that uses your Clients table as the source. Set RowID as the value, and Client Name as the Display as
– Add a column value that uses the RowID of the current property and writes to the PropertyID in the Visits table
– Add the special “Current Date/Time” column value, that writes to the Date column.
Now, when you visit a Property with a Client, navigate to the Property details screen, open the Form, select the Client, and submit.
To get a list of Clients that have visited any given Property, add a Collection to the Property details screen, set the Visits table as the source, and filter by “PropertyID is Screen->RowID”
To get a list of Properties that any given client has visited, do the same with the Client details screen, but change the filter to “ClientID is Screen->RowID”
This would work if i were to select visits that were already done, but, i want to schedule the visit and after this send a message to the client with the data.
this message would be like:
Hello Mr. X
we will visit this location (Location from data), on this date (date from data).
This are the problems i found:
If i already created a client, after adding a new propriety i cant find a way to select the id from it to send (i mean, select the client and after select the house i want to show to set the phone menssage)
if i bypass this using a relation between client and propriety, when the menssage is automatically written, when connecting to the phone, the number will appear as // and the location and date will not show up.
I already did this to send another type of message but only with info written for one time use, this ones works perfect because it doesnt need any relation Client/Propriety
Edit: forgot to mention that i tried to use multiple tabs and only tab to try to bypass the // number
Im not sharing a picture with the data because its a very long sheet (about 40+ info topics) and its written in portuguese
A choice would make a new row in a sheet, not a thing i would need. I would only need to select the client and/or the location. I understand what youre trying to say, but by crating a new row or sheet i would need a relation beteween both, and would do what i need, until the phone message. Any relation/lookup info is red as blank.