Creating PCRM - linked table with editable linked rows

1

Hey folks,

I’m facing a problem/have a few questions.
I’m currently creating my own PCRM (Personal Customer Relation Management) system.
I have my PCRM table which consists of the following columns:
Name - Website - Phone Number - Email Address - Contact 1 - Contact 2 - Contact 3 - Address - Interim - Note.
And I have a PCRM Activity table with the following fields:
Name/Contact - Day Name - Date - Time - Duration - Activity (dropdown field) - Incoming/Outgoing (dropdown) - Phone Number - Email - Contact Person - Log.

I’ve finally been able to link everything together, which creates a one-to-many relationship, so 1 PCRM row for multiple PCRM Activity rows.
Now I actually want to go a step further and create a form activity where I can select a PCRM name and if it doesn’t exist, add a new name which will then create a new row in PCRM. But I would also like to be able to fill in the phone number field and if a call is added from PCRM, it will take over the phone number from PCRM.

table Contact Person

  • Name
  • Email
  • Phone Number.
  • Contact link 1
  • Contact link 2
  • Contact link 3

Activity table with rows

  • Call
  • Email
  • Meeting
  • Appointment

So I would like to link my PCRM Activity table to PCRM. But I also want to be able to add separate items to PCRM Activtiy. Is this possible?

Empty template of my actual PCRM, maybe this could make it easyer
CRM Template (coda.io)