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...
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...
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 ...
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...
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.
