Hello,
I use Airtable to build a simple CRM.
I have a table dedicated to the client companies. (PF = String)
I have a table dedicated to the contacts belonging to these companies. (PF = Autonumber…I do not have an email or a phone number for each contact)
I have a table dedicated to deals (PF = String)
A deal is linked to a company and a contact.
I would like to be able to select a contact in my deal table, belonging to the company to which the deal is linked.
In my deal table I can easily display the name of the company, which comes from the customer company table.
However, when I want to choose a contact, I can only look for it by its contact_id (PF contact table)…
Except that I have 2000 and I can’t know by heart the id of each customer…
I would like to be able to choose the customer by his, or have a list of contacts related to the company where the deal belongs…
Thank you for your help.
Julien