Is there a way to find out how many records I’m currently using in my base? I don’t see any options on the base or in my account profile to determine this information…
Quick question, I use an “interactions” table to record every interaction I have with my clients and enter notes into a long text field where it may look something like this:
spoke with Mr. Smith, reviewed accounts in fullclient happy with progress o...
Has anyone received an updates from the Airtable team on where things stand with respect to local storage backups of an entire base and being able to conduct recurring backups?
In addition, the lack of offline access is extremely concerning. It’s ext...
This may sound like a silly question but is there a shortcut to enter a new record? I have tables that are sometimes hundreds of records long and don’t want to scroll to the bottom just to click the plus sign to add a new record.
Also trying to avoid...
I use proprietary software in my line of work that allows me to export client data into a CSV file. One of the fields in this CSV file is called Household ID. Let’s call this CSV file “Household Assets”.
In airtable, I already have a table called “Ho...
Better yet would be not only an automated way of doing this for emails sent to customers/clients but also being able to select which ones are stored. I know some apps/tools allow you to use an email address in the BCC field so that when you include t...
Thanks for that, it’s helpful. The caveat to this is that these shortcuts won’t work when looking at a table where you’ve grouped the data. I’m almost forced to change the view to one that does not have any grouping criteria and then add a new record...
@Justin_Barrett I was able to find a great solution to this issue. I simply created a new grid view in the Interactions table, grouped all the activities by Household, hid all the fields except for Subject, Date, Notes, and then chose to print the gr...
Okay that makes sense. The challenge for me is that not every household has a household ID.
Household ID is something that I use only for households that are clients. It’s an ID that is actually generated by my firm when someone becomes a new client....