It would be nice to input formulas and or be less restrictive in the Filter function. I am trying to filter out anniversaries and birthdays by the current month so that I can send out mailers. Right now, I have to create a separate column with a func...

I have created a Real Estate Transaction Management Block in Airtable and I am looking to also utilize it as a CRM, as most of the data is the same. I found it easier to create a separate tab within the same Block to avoid transferring all of that da...

Hi all, 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 als...