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We have cards with customer names. We'd like to create a new tab/subcard/section within the same card so we can keep track of different jobs for those customers, without having a brand new card each time. Anyone know of a power up that can do this?
Kind of like an excel sheet with tabs at the bottom.
Hi @KRepair ,
Nice to meet you! I am Toni founder of Crmble Power-Up.
We are a CRM so I think it could work for you. I was thinking about your case and with Crmble you could add a Contact / Deal to a card, and in the Product section you could add different product or services you are giving/selling to that Contact/Deal ( see picture attached )
Hope it helps!
Thanks, but I was looking for more of a system where we can have a single card for a customer (it's fine if we put the name and phone number in the title of the card), then, for each repair we do for that customer, it's like a subcard, or subsection all within ONE card so we can stay a bit more organized