I am relatively new to Airtable, but so far it seems like a great program. Our company will sometimes send paid surveys out to our customers, and we need to keep a careful record of who we contact when, if we paid them/how much, etc.
When I send emails to our customers (sometimes 100+ in one day) I need to record the Who What When. I have been importing Excel files to our Access database to save updating individual records one at time, but it still can take a lot of time. I know I can send emails from my default email by clicking on email addresses within Airtable, but is there a way for Airtable to automatically record the fact that I emailed a person in our records? (Similar to how you can see the last time you emailed someone by looking in your Sent folder) Perhaps by creating a linked “email” table? The goal would be to set up Airtable in such a way so we can see at a glance who we contacted when, and to avoid the time-waste of going back-and-forth between email and the database to send the emails and then record that we sent the emails.
Thank you, any advice is greatly appreciated!