We have a project management table (including a tasks table) and a CRM table for customer data and a Contacts table all blended into one app. Each table has its own tab in the app.
We now want to add a help desk table.
We are trying to build it as a custom app since it is fairly straightforward.
Here’s the problem we’re trying to solve:
Inside the Help Desk app we’d like to association each request not only with the user who is submitting it, but also to a customer. The user is a staff member of the customer in other words.
Right now we can associate a request to a USER (which is not a contact in the APP associated with the customer, it's just a QB USER), but we can’t seem to figure out how to associate a QB user with a customer record. What this would solve is that we would know what customer to attribute the request to. Having just a user attribute doesn’t connect the request back into the main customer table in any way.
We’ve considered relating the request table to the customer table, but best we can seem to achieve there is that the customer would have to pick their own name from a drop down of all our customers, which is not an ideal situation.
So, the question basically is: Can you associate a QB user with a particular record in a table so that you can associate that users activity with something like a customer? If not, any ideas on a way to keep the help desk requests associated with a customer record?