Hello! I’ve got a little conundrum that I’m hoping someone can shed some light on.
I’m working on building a CRM for our nonprofit. One of the requests I have gotten is that individual people AND companies both live as separate, connectible entities. That way, we can run reports on donors etc. and build a compelling ‘company profile’ via dashboards.
Here’s the first minor hiccup I’ve run into:
I have built a board for donation tracking/invoicing. The workflow is this: To input an invoice, you create it in the board, and use a linked contacts column to populate the info of the donor, mirrored from the contacts board. Part of that mirroring is pulling the company, which itself is a connected column on the contact. So, you’re pulling a mirror of connection. It displays perfectly on the invoice board, however, it doesn’t connect back to the mirrored company item, likely because what I’m seeing on the invoice board is just a MIRROR of that connection, not the connection itself.
Which brings me to my question: Can there be a formula, or different workflow, so that when you connect the company through the mirror it then connects the invoice item back to the company automatically?
The manual workaround I have so far is to just create a 2-way connection between the invoice board and the company board and have the user manually select the company from THAT column. I’m trying to automate that process.
I hope that made sense. Im a little new to this level of in-depth manipulation of the platform, so my guess is that I’m missing something obvious.
Any help here would be greatly appreciated!
