Forum Discussion
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Hey Mark,
I can do my best but I figured a picture might explain things a little better? Attached is a picture with the table to table relationships within my CRM with everything stemming from Opportunities. Then I have Product with a relationship to layouts and to opportunities.
I've also included a screenshot of my opportunities page where the Product table is being used and my layout request form where I wanted the same information to sync.
Let me know if you need more for me and I'm a bit green to quickbase so apologies if this isn't exactly what you're asking. To make things a little more complicated, I'm actually working with a test-ground CRM so it's not even our real CRM so whatever I figure out I'll have to replicate eventually.