I am using the CRM template as a base for a more robust CRM solution. I’m trying to create a field for the most recent conversation note from the most recent interaction.
There is a field in the main “CONTACTS” table titled “Interactions” that links to an “INTERACTIONS” table which includes “Date” “Conversation Notes”, and “Contact”. So the Interactions Field in the Contacts table lists dates for each of the calls/interactions with the corresponding contact. I also have a field with the date of the latest interaction. But I’m trying to pull the Conversation Notes from the most recent interaction into a field for each contact in the CONTACTS table.
I’m fairly new to Airtable and at my wit’s end. Any and all help is appreciated.