Billcla - profile

Billcla · Feb 10, 2021

Hi folks, I’m hoping someone can take pity on me because I’m struggling to get my head round this as I’m an old school spreadsheet geek! Airtable would be ideal for how we want to work and would stream line things rather than the excel documents we u...

Billcla · Feb 14, 2021

That is a good idea, thanks! I also found a work around by using account references in the primary field, which means accounts now have a number and a reference, but hey, it works!

Billcla · Feb 11, 2021

Thanks for this! That definitely works, its just a manual process I was hoping to not have to do and for the database to be live and update accordingly when a client adds or removes account numbers from their table. will keep tinkering.

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Newbie stuck in excel thinking

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