Automation that tags could automatically pull in the “like information”
We use forms to write up new jobs. The project manager will open a form link and add in all the job budget information, etc. Included in this is the GC project contact. We work with a lot of the same GCs and their project managers often so I have created a “GC contractor contacts” board.
Each PM for the GCs has a line item with a tag (their name) that has their email and phone number. If we could use tags in the forms that would be awesome IF
- tags could automatically pull in the “like information” for example:
GC contractors board has the NAME | EMAIL | PHONE # columns so does the new job board so that tag would auto-populate the same info!