I created a product catalog/sales recorder database that isn’t quite working the way I want it. I decided migrating to a new structure will be easier in the long run than trying to fix the old.
Here’s the scenario. I sell greeting cards. Most times, ...
I’m doing my own take on a mini-CRM. Here’s what I have thus far:
Company - Name - PK - Single LIne Text
Notes - Long Text
Contact - Link to Contact table - shows all contacts
Google Contact URL - wish I could some how mechanize this one but whatever...
I am trying to adopt the summaries used in the Sales CRM Dashboard to get summaries in my Product database. I have a field that makes the category into a 3 digit number. I’ve tried linking this to a one row Summary table with no luck. It doesn’t see...
I have tables set up with Autonumber as the primary key. It’s basically my version of a CRM. I have the Contacts linked to the Company records, but it displays the AutoNum instead of the Contact name. Is there a way to choose what displays when you l...
Thank you. I realized after reading another post that having an auto num field for an index is not necessary in AirTable, so I took mine out - simplified things!
Thanks for your response. I see what you are saying. But what am I linking? In my mind, I’m linking the whole Cards table to the one Summaries table line.
