Forum Discussion
KimG
Qrew Cadet
Hi Kim,
So is your "Customer" table basically a subset of your "Club Members", or do you have "Customers" who aren't "Club Members"? Here's how you could handle each case:
If ALL your Customers are Club Members, then you just need to pull the related fields from the "Club Member" into your "Customer" table. You wouldn't need fields on the Customer because you would be pulling the related fields from the Club Member record. In the Customer-Club Member table relationship, add the look up fields of email, address, etc. (If someone is completely new, then they probably need to be entered first as a club member, then added as a Customer)
If you have some Customers who aren't Club members, then you would need a separate field, but could copy that info to those fields using an automation. For that you could set an automation that says when a Customer is created, you copy the related Club Member fields to the corresponding Customer fields.
I hope this helps.
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Kim G
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So is your "Customer" table basically a subset of your "Club Members", or do you have "Customers" who aren't "Club Members"? Here's how you could handle each case:
If ALL your Customers are Club Members, then you just need to pull the related fields from the "Club Member" into your "Customer" table. You wouldn't need fields on the Customer because you would be pulling the related fields from the Club Member record. In the Customer-Club Member table relationship, add the look up fields of email, address, etc. (If someone is completely new, then they probably need to be entered first as a club member, then added as a Customer)
If you have some Customers who aren't Club members, then you would need a separate field, but could copy that info to those fields using an automation. For that you could set an automation that says when a Customer is created, you copy the related Club Member fields to the corresponding Customer fields.
I hope this helps.
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Kim G
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KimCameron2
4 years agoQrew Trainee
Hey! Yes, I have some customers that are not club members, so the automation would probably be the best method. I will give it a try! Thank you for your help!
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Kim Cameron
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Kim Cameron
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