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Power Up to allow sections for a single card?

Hi guys,

 

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.

 

Thanks!

3 answers

0 votes
Brittany Joiner
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Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
Nov 07, 2023

@KRepair you might also want to look at Amazing Fields. You can make tabs that hold custom fields on your cards, like this

amf_tabs_headers_video.gif

0 votes
Antonio Panea
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Nov 06, 2023

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!

Cheers

Toni

 

IMG_1169.jpeg

Thank you.  This looks like it might work, though I was hoping for something free, or maybe just a reasonable one time cost. Thanks!

0 votes
milynnus
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Nov 04, 2023 • edited

@KRepair 

Would this be helpful. 

 

Screenshot 2023-11-05 at 7.23.56 AM.png

 

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

milynnus
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Nov 04, 2023

@KRepair 

If you wanting the ability to eg raise a job card within a power up section then I used using Hipporello build It. No sure where that builder is still available. You can ask them. 

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