Hi Cindy,
I hope you are well.
Trello is not the best database in the world. Its not really designed to be one but that doesn't mean it can't be.
I have build some functionality in Trello to allow it to be used as a database.
I have a Clients board which has all of my clients, in alphabetical lists. Custom fields include all of the core client info, Company name, email, phone....
I have a contacts board which has all my contacts, same sort of information but add a few fields like contact preference, birthday...
I have a Projects board with all my projects
I then have automation set up to link them all together, so I can:
- For all my clients, I can add multiple contacts to the client card
- I can add a client to projects
- All are linked through so I can see at any level what is going on
- When a project is completed, it is shown on the clients card
- When it is a contacts birthday, it can post a message on the clients card
- If a user working on the project needs some client contact information, they can click a button and the information is posted on the project card as a comment
I was going to send you some screenshots but I don't have a demo version of this, just one with real client information on. If you are interested in hearing more, I will create one with dummy information...
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