We are a new Monday.com user and we are a therapeutic riding facility. I want to know the best way to house or show data on each participant. We may have one person who is active in 2-3 services per year and I’d like to be able to look at their card in contacts, and see every time they have used our services.
The data would include 3 columns, what type of service, instructor, and date range. Should I create an endless amount of triple columns (service 1, service 2, service 3, etc) or should I duplicate the contact, convert it to a sub item and just have a sub item for each service they participate in? Any issue with duplications that way? Or should I just use tags for each service? Any other super easy way I’m not thinking of to store and view the data?
Also, when I duplicate a contact “with updates”, none of the notes or files actually duplicate with that contact. It’s a brand new empty contact. I’ve done it 5 times, so maybe I misunderstand what “with updates” means?
Looking forward to your suggestions!