Hi, I’m evaluating using Airtable and decided to try implementing a personal CRM in the process. I’m having a few issues and appreciate any help.
First, I currently have two tables: Contacts and Interactions, with a one-to-many cardinality. For instance, in Contacts I might have John Doe and in Interactions I have an email conversation and phone conversation.
My goal is to be able to see all my contacts and only the most recent interaction. That way I can quickly see what happened last with everyone. However, I can’t figure out how to have lookups or rollups in the Contacts table that only bring in info about the most recent interaction.
If I were doing this in some other way, I’d use SQL to join the two tables, group by contact, sort by date, and keep only the last for each group. Any thoughts on how I do this in Airtable?
Another issue I have is that when I do have a lookup that is a single select from another table, it loses all of the formatting from the other table (it’s no longer in a colored pill). Is there a way to get this to flow through?