Skip to content
Data model

Link the records that belong together.

A customer and its service visits, a project and its suppliers. Describe the link once, and it shows on every record on both sides, ready to filter by and to add up.

Start freeCustom objects
Tidewell's page: its two service visits, each with its date and status, and Add.

Say which records belong together.

The Agent sets relationships up today: name the two kinds of record and how they relate, and it makes the link, with a name for each side. Settings list every relationship, and archive or restore one.

Service visits as a table: each visit with its customer, status, date, technician, hours, parts and days until the visit.
In the chat: asked to link visits to their customer, the Agent proposes one customer to many visits.

  • One to many, or many to many

    A customer has many visits. A project has many suppliers, and a supplier serves many projects.

  • On both sides

    Every record shows its links in Related, where you link another record or view them all.

  • Roles on a link

    Say what a linked person is to a deal, such as the one who signs. Up to 25 roles to a relationship.

  • Filter and add up

    Filter visits by a property of their customer, and count or total a customer's visits on the customer.

Ask the Agent next

  • Show every service visit linked to Tidewell.
  • Link each service visit to the person on site, with the role Site contact.
What the Agent can do
Formulas and rollups Views

Cookies and measurement

Choose what this site may do in your browser. You can change it here at any time. Cookie Policy

Necessary

Your light or dark appearance and the choice you make here, kept in this browser and never sent to us.

Always on

Page views and page speed, counted by the service that hosts this site. It sets no cookie, stores nothing in your browser and is not used for advertising.