Hi all! I know that I cannot currently link two bases, and I also cannot currently limit permissions within a base to show users specific data, so I’m trying to find a workaround to my problem and am stuck.
I have a CRM built for our sales associates with various tables including Client Database, Interactions Log, Tasks, Transactions, etc. There is data I’d like my executive team to see that I don’t want visible in the sales CRM such as summaries of sales by individual person, # of new customers brought in by sales associates, $ amount in sales by person, etc. I want them to view their individual stats, but not have access to view everyone’s sales stats.
But, I want to summarize that data to make it visible to the executive team. My thought was to keep my CRM base as-is, and create a second base titled “Executive Base” that would show/summarize the higher-level data.
I attempted to make a zap that would create a new record in the Executive Base when a new record is added to the CRM base, and that is not working (receiving error message "The app returned “Could not find field ‘fields’ in the request body.”).
Is setting up a Zap the best workaround? Or am I missing something else completely that would work better?
Thanks in advance!