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I have a rollup field on our Customer Tracker that concatenates the project stage for each of the projects associated with a single customer. I want to filter on projects that are post-implementation to flag CSM’s to update Customer health informatio...
I’d like to request a product enhancement to allow formula fields to take a value, and assign a plain text input on a formula field. Currently, you can go from text to number, but not the other way around.Use Case: We currently calculate date a proje...
Sure! So I have a base with several tables. One table is an Account Master that is our “source of truth” for how many accounts we are working with. I have another table that is a table showing all of our current implementations. For one customer, we ...