I have a system in which I track vendors. I know that I could use a CRM board, but I have an existing solution in Monday Work Management, so I think I want to stay there for now.
When I create a new vendor, I add them to the board, but I then ask them to complete a form that asks for more information. I want a way to:
Create the vendor record, then
Allow them to access and update the existing record by matching on their email address.
In short, I want to enter Joe Smith (with an email of joe@foo.com and some job details) and then ask him to visit the form, enter his email, and then answer a bunch of questions. When all is done, I want a single record, updated with his additions.
@AnishJ, thanks for the video! Iām so sorry that I presumed. If you recall, we did have a conversation about my needs and your extension a couple of months agoā¦ and I donāt think this search feature existed at that time. If it works the way I think it does, it is exactly what Iām looking for, so Iāll be sure to give it another shot when I have the time.
No worries at all life happens I really appreciate you taking another look. When I finished the feature, I sent over an email, but it might have slipped through.
Whenever youāre ready, just ping me Iāll be happy to walk you through it and make sure it works exactly how you need.
