I am entering sales in my form and have two questions and have the sales grid look up my customers from their sheet so the records are linked.
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I thought that when I am entering sales data into the form that I could perhaps save some time and select all of the customers with identical sales together and then a formula or a view could separate them later into separate records for each and every one. Is that possible?
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If I enter multiple sales per month for the same customer is there a formula or a view that could summarise it into one row like a pivot table would do?
thanks