Our current system (outlined below) has been working great for several years, but we’ve hit the 10,000 link maximum. I’m trying to figure out an acceptable remedy. Some of the things I’ve tried or considered:
- Ideally, I’d convert a [connect] or [mirror] column to text, but “Change column type” isn’t an option on [connect] or [mirror]
- In Excel terms, copy and “paste as values” would be ideal
- I tested archiving a dummy TIME board, but that breaks all links. If there is no way to know what project the entries originally related to, the board would be worthless.
- I tried exporting the board to Excel thinking I could import the job #s to a text field, but I can’t find any way to merge rows on import.
- I thought maybe I could do it with an automation, but I can only find ways to “set date” or “set number”, but no “set text”
I’ve tried all sorts of other things, but so far no joy. Any ideas? I’d rather not disconnect them at all, but I understand there’s a database restriction. What do I do???
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----------- BACKGROUND if interested -----------
Relevant boards:
- Sales CRM (CRM)contains all contact info, discussion history, etc for all our clients and prospects
- Master Project List (MPL) contains all of our projects in history. Job #, status, estimate, etc.
- Time (TIME) is our time log. Each entry describes work done for a given stretch of time. (Due to board size, we make a new TIME board every year)
Related connections
- MPL links in useful client contact info from CRM
- CRM has a reciprocal link so we can see all projects for a given client
- When populating an entry in TIME, users select the project number in a linked field from MPL, which brings some relevant info. They also select a given task that the entry corresponds to. The task is a subitem of the project in MPL and this allows us to invoice easily, compare actual time to original estimate, etc.