I am new to Airtable and using Airtable as a CRM and Transaction Manager (Started with the RE Transacting Mngmt Base Template). I am wanting a “Lead” automatically switch to a “Client” in ‘Single Select’ when I link to a transaction. I am also having trouble having Client Database automatically update with Transaction information when I select the client in a Linked Field in the “Transaction” record. Is there any way to accomplish either or both in Airtable. Thank you in advance for any help.
You can’t do that, but you could create a formula field that results in the word “Client” or “Lead”, based on whether there is information in the linked field or not.
Thank you for the quick the response. That’s what I was kind of thinking. I was just hoping to maintain what I have.
Yeah, that would be really cool, but there are no automations built into Airtable. Formulas are sort of a workaround to this.
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