I am brand new to AirTable. I’m trying to use it to replace an MS access CRM. The CRM is really simply, built of two tables, customers with a unique customer ID, and interactions which is linked back to customers by a customer ID.
In MS Access, I have a form which has a dropdown/type field for me to start entering the customer’s last name, then choose from available first names, and it brings up their customer ID, and relvant details from the customer table, It also then populates a small table with all of the notes and dates from previous interactions.
Ihave the tables loaded and linked, but I can’t seem to recreate the customer details + interactions view. If I click on the customer ID within the customer table, I can see a list of the calls, but I can’t find out how to tell it to just show the dates and notes from that table for that customer.