Hello everyone,
I'm looking to optimize my prospect tracking in Airtable and need your help to solve an interface issue.
My current structure
- A Prospects table containing all my prospect information, including a "Commentaire de Suivi" (Follow-up Comments) field that rolls up notes taken during previous interactions.
- An Interactions table linked to prospects via a "Prospect" field (linked record).
My need
When I create a new interaction via Interface Designer, I want to be able to see the summary of previous interactions (the "Commentaire de Suivi" field from the Prospects table) while I'm entering my new interaction (so as to have the previous follow-up notes of my prospect meanwhile I take the notes of the current call for ex.).
The problem
I can't configure my interface to display both:
- Input fields for my new interaction (Interactions table)
- History of previous interactions (rollup field from the Prospects table)
I'm using the free version of Airtable and the Interface Designer. I either end up being able to enter a new interaction without seeing the history, or seeing the history without being able to easily create a new interaction.
What I've already tried
I've attempted to create different views and panels in my interface, but I can't get information from my two tables to coexist in the context of creating a new interaction.
Do you have any suggestions for achieving this with the free version? Are there interface tricks that I haven't explored?
Thank you in advance for your help!
PS : Here’s a screenshot of my interface :
