u/MycologistColonist

I need 3 main sections to this AirTable: Accounts, Notes/to-do, Vendor (PDF library).

I want to have my accounts listed in alphabetical order with account names only (I'm driving a lot and need a simple view).

Accounts:

• Account Names ONLY plainly listed in Alphabetical order as my 'homepage'
• Tap/select an account name to open a detailed account view
• Display all account contacts clearly within the account
  • Contact names
  • Phone numbers
  • Email addresses
• Include an easily accessible notes section within each account
• Allow notes to be updated and sync'd into a separate “Notes / To-Do” table automatically, while still keeping a history within the account details
• Use the Notes / To-Do table for follow-ups, reminders, and tracking activity

Notes/Daily To-do:

• Ability to mark notes/tasks as “Done” or “Cleared”
• List notes organized by associated account name
• Display either:
  • The full note directly in the table
  • OR a link to the full note when additional detail is needed
• Use notes for:
  • Follow-ups
  • Reminders
  • To-do tracking
  • Account activity history

Vendors:

• List vendor names ONLY in alphabetical order
• Tap/select a vendor name to open a detailed vendor view
• Display vendor contact information clearly within the vendor account
  • Contact names
  • Phone numbers
  • Email addresses
• Include either:
  • PDFs directly attached to the vendor
  • OR links to a centralized PDF library
• Use vendor records for quick access to supplier information and documents

I posted in another thread and instead of suggestions, I had people messaging me requesting $300-$600 for a "full crm setup" . Just want to be clear, this is only bridging the gap while I'm in the field. The company uses SUPER out of date systems that aren't very realistic to use while in the field.

I wanted to give a full overview so there was no confusion and context was clear!

Any help, guidance or suggestions would be VERY much appreciated!

I’m trying to create a lightweight outside-sales workflow/sheet that includes:

• A master account list with customer/contact info
• Expandable accounts with notes, history, emails, and tasks
• Follow-up reminders and overdue alerts
• Route planning and recurring monthly rotations
• PDF/vendor literature storage for quick field reference
• Fast mobile updates between customer visits
• Easy spreadsheet imports/updates without rebuilding everything

One complication is that we use Outlook/company servers with older systems, so I can’t really rely on Excel integrations or apps that need deep Microsoft syncing to work properly.

I already have a spreadsheet built with essentially all the account information needed to get this operational — I mainly need a better structure/interface around it.

Trying to avoid bloated software and build something practical for real-world outside sales.

What systems, apps, or workflows have actually worked well for you long term?

I’m trying to create a lightweight outside-sales workflow/sheet that includes:

• A master account list with customer/contact info
• Expandable accounts with notes, history, emails, and tasks
• Follow-up reminders and overdue alerts
• Route planning and recurring monthly rotations
• PDF/vendor literature storage for quick field reference
• Fast mobile updates between customer visits
• Easy spreadsheet imports/updates without rebuilding everything

One complication is that we use Outlook/company servers with older systems, so I can’t really rely on Excel integrations or apps that need deep Microsoft syncing to work properly.

I already have a spreadsheet built with essentially all the account information needed to get this operational — I mainly need a better structure/interface around it.

Trying to avoid bloated software and build something practical for real-world outside sales.

What systems, apps, or workflows have actually worked well for you long term?