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Contact Overdue in CRM

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Hi all,

I’m building a CRM and have a field for ‘Contact Frequency’ set as ‘Single select’ with 7, 14, 30, 90 as options.

I have a roll up field with ‘Most Recent Interaction’ which pulls from an ‘Interactions’ table.

I would like to create a field to automatically mark as ‘Overdue’ anyone who’s ‘Contact Frequency’ has been exceeded.

Some searching uncovered a formula which I have tried to adapt no doubt with a glaring error!

I suspect that my ‘Contact Frequency’ options are perhaps not in the correct format or need a separate field to convert them into the correct format before a formula can use them?

IF({Contact Frequency}=””,””,IF(DATETIME_DIFF(TODAY(),{Most Recent Interaction},’days’)>{Contact Frequency},“Overdue”))

Any help would be greatly appreciated!

1 Solution

Accepted Solutions

Hi @MishQ,

The formula seemed to work for me. Using a single select field shouldn’t be a problem.

IF({Contact Frequency}="","",IF(DATETIME_DIFF(TODAY(),{Most Recent Interaction}, 'days')>{Contact Frequency},"Overdue"))

If you copy and paste that directly and it doesn’t work, you could try creating a copy of your base, removing the sensitive data and creating a share link.

Maybe someone else has an idea of the issue top of mind.

See Solution in Thread

3 Replies 3

Hi @MishQ,

The formula seemed to work for me. Using a single select field shouldn’t be a problem.

IF({Contact Frequency}="","",IF(DATETIME_DIFF(TODAY(),{Most Recent Interaction}, 'days')>{Contact Frequency},"Overdue"))

If you copy and paste that directly and it doesn’t work, you could try creating a copy of your base, removing the sensitive data and creating a share link.

Maybe someone else has an idea of the issue top of mind.

@Zack_S, it works!

Looks like I was missing a space before ‘days’ in mine?

Thank you, very much appreciated!

The space shouldn’t be an issue.

The style of quotes in your formula looks off. I’m wondering if that is the issue. Just a guess though.

Glad it worked!