Forum Discussion
BlakeHarrison
5 years agoQrew Captain
Having your user land back on the Contact form may be your best / easiest solution. If you do that, you can create a Client record using an Automation and have it triggered from the save. That same Automation would be able then to relate the Contact to the Client, probably by the time the user selects the 'Add Project' button.
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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