Airtable

Using Airtable as an inventory tracking system/CRM

Airtable serves as an incredibly efficient and useful relational database system. The setup is designed like a spreadsheet but has properties that apply to a database. Additionally, it’s easy to use and can still be heavily utilized for organizations that don’t have technical skills such as SQL scripting or any other hard coding. NOTE* Airtable is half-off for pricing for Non-Profit Organizations.

After making an account in Airtable, you can make bases for major processes. Within each base, you can create tables that hold relevant data. For example, if working with a company that deals with music content, some of the tables could be Artists, an events calendar, and agent contacts.

These tables can be further linked together with intuition similar to primary and foreign keys, but Airtable can do it automatically. Linking together fields, helps manifest the relationship between different tables.

Even from the outside, users can populate the fields using Airtable forms. AIrtable forms can be embedded into custom websites or shared through links.

Embedding Forms onto a Website

Knowing how to properly embed a form onto your website is important for both functional and aesthetic purposes. Being able to fill out a form straight from a site eliminates the middle steps of using a shared link. Properly shaping and sizing the form frame can make the page just look nicer as well. Depending on whichever platform form’s you decide to use, the steps to embed the code are similar even if the source code (whether its javascript,HTML,PHP, iframe, etc). Using airtable forms and squarespace as an example:

Once you grab the source code from the form, which is normally found when using the share form function, you can paste the code into your web page. Make sure no modifications are made and it’s a simple copy and paste

Squarespace has a function where you can insert a code block and paste the code and the form will show up on the page. Similarly, there is also a feature called “Code Injection”, found within the settings that lets you put custom code into the headers and footers. More details on squarespace specifically:

https://support.squarespace.com/hc/en-us/articles/206543617-Embed-Blocks

Some platforms have a toggle for auto sizing the form to atomically fit the form’s height to the page content. You also have the option to manually change the height. In sample code like this: backgroundColor=blue" frameborder="0" onmousewheel="" width="100%" height="533" - you can change the value within height only to make it fit better. But changing any of the other elements may cause an error