I work as a financial planner and I’m absolutely loving the flexibility of Air Table. One thing, however, I’m struggling with is that I want the ability to link a contact record in the contacts table to more than 1 household in the households table and specify what the role of the contact is for that particular household.
What’s the best way of setting this up? I’d like the ability to have a Household View so that it lists all of the contact records associated with that household and what their role is in that household.
Currently, I have a linked record between HOUSEHOLDS and CONTACTS and I have a “Household Role” field in the contacts record. But I’m realizing this won’t work because it will show the same role for both households which may not be the case. For example, a contact might be “Primary Client” in one household and a “Power of Attorney” for another household.
Any ideas/suggestions how best to accomplish something like this? I’ve created a “Household View” in the Contacts table where I can group all the contacts by a household and that works flawlessly for contacts that are only members/associated with one Household. but the second they are associated with two households, this is where it sort of breakdowns and I’m unable to properly group them or identify their role in that household.
Would appreciate any comments/feedback.