I put together a quick demo base in response to a similar request a while back. It follows the same general structure as the ones @Katherine_Duh provided – in my demo, what she calls ‘interactions’ I call ‘notes,’ based on the original requester’s terminology – and allows you to drill-down to the underlying list of contact attempts for each contact. However, it also allows the most recent interaction to ‘bubble up’ to your main CRM dashboard screen, rather than simply the date of the latest interaction. This is a frequently requested functionality for CRM/contact management/trouble ticketing systems, but one whose implementation in Airtable is a bit non-intuitive, so I thought I’d try to save you some time.
(Feel free to ignore the ‘Orders’ field; I tacked that on later in response to a different question. Also, since read-only access doesn’t allow one to examine field configuration, I’ve entered the formula for significant fields in the fields’ descriptions, along with a brief explanation as to why such a formula is being used. Of course, you can always make a copy of this base and gain full access to all fields.)
- Well, it was for me, at least. The technique used in the demo was taken from posts by always-helpful Airtablers @Katherine_Duh and @Matt_Bush.