We are a charity that uses Airtable for client management.
We collect demographic data of our clients and then link their profile to the dates when we have contact with them. We hold cases for 6 months and review them at the mid-point, i.e. three months.
The contact dates automatically link to the client’s record through the linking process (AUTO Contact D in the screenshot).
I want to create a field that automatically calculates the review and close dates for each client. I thought a combination of LOOKUP and a FORMULA might achieve this but I’ve not found a way to do it.
I would greatly appreciate some guidance.
