Jan 04, 2023 08:26 AM
Does anyone know how to simply program an automation that would allow for clients to be assigned to employees based on first letter of last name.
So if clients with last names starting with:
A - G --> Employee 1
H - M --> Employee 2
N - S --> Employee 3
T - Z --> Employee 4
i figured this might be a combination of a formula field that just isolated the first letter of last name. But i think there should be a quick second step that would maybe group letters in alphabetical divisions easier than just manually input a condition automation for each letter.
Solved! Go to Solution.
Jan 05, 2023 07:10 AM
Drew,
The first part is easy: just a formula of
Jan 05, 2023 07:10 AM
Drew,
The first part is easy: just a formula of
Jan 06, 2023 12:36 PM
i think that solution is as good as any. thank you