Gerianne_Chapma - profile

Gerianne_Chapma · Dec 27, 2023

I've gone through all the new plans and understand that when our plan renews (we are on Annual Pro Starter Pack currently) we will be changed to the Team plan.But I am still uncertain as to the pricing - we currently pay $348 annually for up to 5 sea...

Gerianne_Chapma · Mar 14, 2021

Not sure if this is a formula issue but here goes. I have a table with contract info that is linked to a table with contract billing info (i.e.billing period start date, end date and due date and payment status (invoiced, paid, overdue). In the Contr...

Gerianne_Chapma · Feb 23, 2021

I imported a large spreadsheet with all the data about customers and their contracts. All the customer data and the related contract data resided in one big spreadsheet, so I have one big table with all the data. I have some customers with more than ...

Gerianne_Chapma · Mar 14, 2021

Agree -very clunky - BUT it Worked, so thank you very very much for this solution!. Not sure I would have figured this out on my own.

Gerianne_Chapma · Feb 24, 2021

Ok -thanks - I didn’t have IDs for customers and the unique string worked to get all customer data into new table quickly - now that I have all that I can easily assign customer IDs to each unique customer record. It will make entering new records mu...

Gerianne_Chapma · Feb 24, 2021

Works wonderfully - thanks so much. I am used tp primary fields being Account or ID numbers, so the lastname firstname address string is still hard to get used to as primary field- but works beautifully.

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Pro Starter Pack -new team plan price

Return value in field for record that matches value in linked table

Split large table into smaller one and link

Re: Return value in field for record that matches value in linked table

Re: Split large table into smaller one and link

Re: Split large table into smaller one and link