Hello,
Looking for a solution related to database share across multiple ‘airtable’ users.
We have a team of 3 people working with promotions and giveaways.
At this moment they have 2x personal tabs in their own board:
1st-Leads (include products, prices, offers…)
2nd-Contacts (contact details) | ‘Contacts’ tab is a lookup for leads tab.
Issue:
Each employee is registering new contacts to their own ‘contacts’ tab to their own board. So if ‘employee 1’ registered customer ‘James’ to his ‘contacts’ board employee 2 and 3 won’t see ‘James’ as company’s client and will give him our deal even he already had one with the previous employee.
If ‘James’ will contact employee 2 or 3, he won’t see be recognised as our customer. This is a big issue as we do only one giveaway per customer but some of them contact us multiple times. In this case, the person will receive multiple gifts as others can’t see the record.
Need it asap, happy to pay for this solution. If all good, will offer more work straight away as we have more stuff to improve
Regards,
Ted