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Hi @JonathanBowen,
Your “Most Recent Investment” solution worked perfectly for me. My only remaining problem is how to use the date in the Rollup to display associate data in the Deals table. Lets say the Deals table contains a text field called “Pur...
You guys are wonderful! I was pulling my hair out trying to understand why data was not inserting into a notification email action from a new record trigger. It work fine in testing but when I ran it by manually creating a new record (+ in table) th...
