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Interface Designer Activity

Emailing List of Contacts

Hi guys, I created a simple CRM for a client on Airtable. The page for All Contacts have filters. My client would like to be able to set filters on this All Contacts page and then, from the interface, send an email to the subset of contacts she just ...

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  • 60 Views
  • 2 replies
  • 0 kudos
JBJ by 6 - Interface Innovator

Creating a record in a related table on insertion

I'm trying to make a small CRM. Two of the main datatypes are Contact and Company. Clients work for Companies. When I get a new lead, I enter the Contact's information. When I do that, I'd also like to be able to create a record for their company if ...

  • 208 Views
  • 7 replies
  • 0 kudos

Fractions in Dashboard

Hi,I'm trying to display fractions and percents based on a cap/denominator of my choosing. Ex. x / 54.The goal is to help the team know at a glance/status report that we are either at cap or below and by how much exactly. The same need is also needed...

  • 135 Views
  • 2 replies
  • 0 kudos

How to Organize Interface Pages

Hi there,I built a custom CRM on Airtable for a client. But I end up with a lot of pages on the interface. So to organize them, my usual habit is to break up the initial single interface into standalone interfaces. One for each category. Like here:Bu...

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  • 129 Views
  • 0 replies
  • 0 kudos
JBJ by 6 - Interface Innovator

White-Labeling

Hi guys, We're building an internal app on Airtable. We would like to know whether we could white-label the app, namely can we change the domain name used in the app URL? Thanks.

  • 427 Views
  • 2 replies
  • 0 kudos
JBJ by 6 - Interface Innovator

Resolved! Displaying project-specific years in Airtable views

Hi! We've created a base with a tab for each project (e.g., Project 1, Project 2, etc.), and within each project, we need to view (in the interface) the payments made, sorted by year. To manage this, we've created a column for each year within the ba...

  • 194 Views
  • 4 replies
  • 0 kudos
Cora74 by 5 - Automation Enthusiast
Solved

Automating Task-Project Link on Project Management Interface

Hi guys,For each of my clients, I create a project management interface where they can keep track of the project's progress. One of the pages on this interface is a list of tasks.As of now, I have to manually link each newly created task to the prope...

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  • 98 Views
  • 1 replies
  • 0 kudos
JBJ by 6 - Interface Innovator

Inline add record form popup is limited

I've created an interface for my team that displays a Gallery of active projects from our Projects table.  I want them to add/remove projects from that interface without having to go the the data.  The option to "Allow users to add/delete records inl...

  • 110 Views
  • 1 replies
  • 0 kudos