I’m an enthusiastic Airtable newbie… please forgive the probably daft question.
I’m trying to link tables by people’s names, in the primary field, and I don’t know how.
This is about maintaining a database of contacts, some of whom will be clients, and others who’ll be part of my network.
I want to have a “Master” table, where I’d enter the basic demographics for people I come into contact with, e.g. their name, an email address and a phone number.
The “Clients” table needs this demographic data, linked, and client-specific fields, let’s say “Current employer” and “Career goals”
The “Network” table needs this demographic data, linked, and networking-specific fields, let’s say “Industry” and “Hourly rate”
I’d imagine my first port of call when I meet a contact, would be to put their demographic details in the “Master” table, with Name as their Primary field. (What I want is for their name to be the primary field across all three tables, linked from this one, to avoid potential error, but I understand I can’t do this in Airtable.)
So, let’s say I’ve decided they’re a potential client, rather than a networking contact. I’d like to go to the “Clients” table and add a new record, with their Primary field either as their name (linked; can’t do) or as a linked field of their Demographic data from the “Master” table, so that what I see under each Client is a card, with their name and the first couple of demographic items from the “Master” table. I don’t want to have to enter their name again, but I do want their name to be the first thing I see.
I understand I also can’t do that in Airtable. I’ve implemented a workaround, by using an Auto-number in the Primary field of “Clients” and then linking to the “Master” table records in my second field. But now I have a useless, meaningless number appearing as the Primary field against all my Clients.
What am I doing wrong? How do I link across tables, using the “Master” contact name to show up as the linking field across these three tables?
Second, related question… is there a role for a unique ID at all in this model? I thought that was a fundamental aspect of databases!
Sorry for long winded question and thanks for any advice!