I’m new to AirTable itself and I’m setting up a CRM. I have four tables called contacts, opportunities, companies and interactions, which tracks calls, emails, etc.
In contacts, there’s a linked field to interactions. Is there a way to have all interactions from that table automatically show up in that cell! I don’t want to have to go in and manually link all interactions since there will be many.
Thanks in advance.
+4All Linked records from Interactions should appear in the field - and if you create a new interaction from this field (in People) then the link will be created automatically.
It’s clear when you look at the record in expanded view.
I am wondering, though, whether your question is different to this - are you wanting to create a preset list of interaction records when you create a new contact??
If this is the case, then you could use Zapier or Integromat to create them.
All Linked records from Interactions should appear in the field - and if you create a new interaction from this field (in People) then the link will be created automatically.
It’s clear when you look at the record in expanded view.
I am wondering, though, whether your question is different to this - are you wanting to create a preset list of interaction records when you create a new contact??
If this is the case, then you could use Zapier or Integromat to create them.
Thank you! After looking again, I can see it was creating additional columns at the end of the table, which I obviously missed.
No, present. Just wanted to enter interactions as they happen daily.
Thanks again
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.