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Jessica_McCanse
5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎May 02, 2018
‎Feb 15, 2024

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  • 11 Posts
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  • 8 Kudos given
  • 13 Kudos received

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We use a LOT of different grid views. I am finding that when I need to duplicate a collaborative view (so then I can slightly tweak it for a different saved view) it defaults to making the duplicate a “personal” view. I want it to remain collaborativ...
Hi! I have looked pretty extensively in other questions and feel like I just must be missing something. We have a diaper bank and have one field that is a Multiple Select. That field has many selection options; we don’t care about counting most of th...
Hi! We run a diaper pantry and give away about 12,000 diapers every month to local families. We have two types of clients – monthly clients who can come every month, and “emergency” clients who can come 3x per calendar year. This is how we have been ...
Hi! We’re using Airtable as client & case management for our local diaper pantry. I’m trying to figure out how many unique clients we saw within a time frame. We can filter by date, then group by client code. For instance, right now that view shows t...
Hi there - I’m really new to this but am building a base that’s used for client management. One thing we track is that each client is supposed to meet with us twice a year, and they get assigned meeting months based on their last name (A-G is January...