Most 'out-of-the-box' CRM solutions have the ability to take notes in relation to projects, opportunities, or clients. We can build this functionality in Airtable as well, but it's an area where I see a lot of clients potentially 'misusing' the software.
At first glance, the 'Long Text' field type seems like the perfect fit for taking some notes. Perhaps you want to record notes in relation to a client... In this case, the most obvious consideration is to build a field in your 'Client' table that allows for taking notes.
In this video, I further break down the pros and cons of using this approach, as well as alternative methods for tracking notes. The three possibilities you should consider are:
My personal preference is #3 because it allows you to get maximum value from your notes.
Gareth Pronovost is the founder of GAP Consulting, an Airtable-first consultancy that helps businesses replace manual workflows with systems that scale. A former corporate finance analyst turned no-code educator, he has taught hundreds of thousands of builders through his YouTube channel and led systems builds for organizations ranging from solo founders to Disney and Ticketmaster.
The leading no-code consultancy. We build Airtable, Zapier, and Fillout systems for businesses that are ready to stop doing things manually.
