Hi, I have a quick question.
I have a Customer User interview Template (table) with some questions:
Then I have a Customer User interview CRM (Table) in this I have a Canvas column " Note from interview". I would like to add a view of Customer User interview Template (table) as a template in the Canvas column so I can add another column to fill the answers for this user. It looks like Canvas template produces only disconnected table instead.
You could use some subtables to link in the questions into a row that would allow you to fill out questions as assigned by the Customer as needed. You can group the questions and then have those questions show up in a subtable when you open the customer row. Here is a great video from our very own Maria on how to do that.
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