Imee_Lee - profile

Imee_Lee · Mar 07, 2024

We are currently using dedupe to identify duplicates in our records.Since our records is growing, we need to do it in automated way everytime there's a new record coming in.Here's the scenario:When a new property address will be added, there should b...

Imee_Lee · Nov 22, 2023

Automation set up was.Step 1: When a record matches a condition.Step 2: It will update a field which is the "Client Portfolio Record" (this is a linked to another record field to a view called Client Portfolio)This automation was just working fine be...

Imee_Lee · Nov 21, 2023

I have these two fields Formula on Contract Yield % is this:({Contract Rent PW}*52)/{Purchase Price}I need to replace the formula in the Contract Yield, to an IF formula.More likely:When the result on Contract Yield is 0%, If Contract yield = above...

Imee_Lee · Oct 31, 2023

On this view,I need to create groupings based on the Max Price and Listing Price.The amount should match, but when I tried to do the grouping it did not show the correct numbers.here's the current setup. Here's the outcome.The Max Price Should be $2...

Imee_Lee · Oct 29, 2023

Hello, Can someone help me if this is possible or not?You may watch this loom for more information.So we have this view called "HitList" which came from the sheet of "Client Briefs" This hitlist has our client list that is waiting for some properties...

Imee_Lee · Mar 13, 2024

Hello, @TheTimeSavingCo thank you for this, but when I tried setting it up based on your linked base.It would tag all of the recorded entries as duplicates even if it's not.Here's a short recording for you to show.Thank you.

Imee_Lee · Nov 22, 2023

Portfolio Title is not on the Update record action.It is a link field maybe that's the reason why.

Imee_Lee · Nov 21, 2023

Thank you Kuovonne, Yes it really worked!By any chance can you tell me what will be the long formula if we will put it all in one formula please?We just really need to maintain the one field.

Imee_Lee · Nov 02, 2023

@Arthur_Tutt you've been incredibly helpful! The "filter" feature was already in place, so there was no need for me to do it.The adjustments you made to the script were spot on! Immense gratitude for your assistance! You truly turned my day around...

Imee_Lee · Nov 02, 2023

Kinda difficult to picture out @Arthur_Tutt sorry!Is it possible to give me a sample how to set that condition? please 

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How to know if it's a duplicate record or not.

I have this automation that has been set up but it's having this error

Using IF Formula

Groupings is not accurate

Can we group certain view informations to another view?

Re: How to know if it's a duplicate record or not.

Re: I have this automation that has been set up but it's having this error

Re: Using IF Formula

Re: Groupings is not accurate

Re: Groupings is not accurate