May 06, 2020 06:38 PM
I am new to Airtable and using Airtable as a CRM and Transaction Manager (Started with the RE Transacting Mngmt Base Template). I am wanting a “Lead” automatically switch to a “Client” in ‘Single Select’ when I link to a transaction. I am also having trouble having Client Database automatically update with Transaction information when I select the client in a Linked Field in the “Transaction” record. Is there any way to accomplish either or both in Airtable. Thank you in advance for any help.
May 06, 2020 06:43 PM
You can’t do that, but you could create a formula field that results in the word “Client” or “Lead”, based on whether there is information in the linked field or not.
May 06, 2020 06:49 PM
Thank you for the quick the response. That’s what I was kind of thinking. I was just hoping to maintain what I have.
May 06, 2020 06:52 PM
Yeah, that would be really cool, but there are no automations built into Airtable. Formulas are sort of a workaround to this.