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In our CRM, we have a COMPANY Table and a CONTACT Table (among others). Within each of these tables, we have a CLIENT view and SUPPLIER view.
PROBLEM: EXPANDED RECORDS
That said, when I expand a record in the Contact Table > Supplier View, Iām inundated with irrelevant Client-Contact-specific fields (ex. āWon Projectsā) haphazardly stacked at the bottom of the record. Itās become very confusing and bulky for our staff and, in my opinion, itās probably a big reason so many of us wish we could ālink basesā; but I wonāt dive into that.
PROBLEM: EXPANDED LINKED RECORDS
Likewise, when Iām in the Company Table > Client View, and I want to access Contact Info for one of our Client companies, Iāll simply click to expand one of the linked records (linked from the Contact Table). In this case, Iām still inundated with Supplier-contact-specific fields, lumped together at the bottom. Ultimately, we need these gone!
SOLUTION
Iād love for a given record to expand into a Default Expanded View Preference (i.e. with default visible fields) that was specified during the creation of this contact/record (i.e. every time I add a new record to the Contact Table, I can select what type of record it is [āClientā vs "Supplier]; in turn, instructing AirTable on which fields are relevant to that record). The result, in the above example of expanded linked records ā our entire sales team will always see this expanded linked record as a āClientā-specific record, per the recordsā system-wide default expanded view setting.
DEFAULT VIEW & CUSTOM VIEW PREFERENCE
But then (hear me out!), once any given record is expanded, Iād like the option to specify, from a dropdown within that expanded record view, how Iād personally prefer to view that contact/record going forward. For example, the Default View for a given Contact record couldāve been set to āClientā when it was created; but, depending on my department and the info I typically need, I can now select an alternate āview preferenceā from the expanded record drop-down (ex. maybe I choose āClient Finance Dataā or āClient Holiday Gift Infoā). Once Iāve selected a new expanded āview preferenceā, AirTable would remember this selection as my new personal default for that specific contact/record. The result ā anytime the record is expanded by ME, Iāll only see the info thatās relevant to my work. If I need additional info/fields in the future, I can always change my āview preferenceā with the dropdown.
Again, I think this feature would help to calm peopleās consistent request to link bases. I do believe all data can be kept in 1 base, and Iād prefer it that way; but we need more features to help us hide things that we donāt want to see.