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Connecting Records in Jestor: Simplifying Data Management
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In this video, I explain the importance of the connected record field in Jester and how it helps to connect data within your company. I provide a simple example of how one company can have multiple opportunities and highlight the need for this connection in building a CRM or support tool. I demonstrate how to add a connected record on the opportunity table, including adding filters to show only relevant records. No action is requested from viewers, but this video provides valuable context for data management in Jestor.
00:00 Introduction
00:24 Example of Multiple Opportunities
00:55 Adding Connected Records
01:36 Using Filters
02:17 Selecting and Connecting Records
03:55 Exploring Connected Company Information
00:00 Introduction
00:24 Example of Multiple Opportunities
00:55 Adding Connected Records
01:36 Using Filters
02:17 Selecting and Connecting Records
03:55 Exploring Connected Company Information