5 - Automation Enthusiast
5 - Automation Enthusiast
since ‎May 05, 2022
‎Apr 26, 2023

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I'm trying to set up an automated email to send clients after their first booking with my business. What formula can I use to identify if the record (booking) is the first one for that client (linked record from another table)?I don't want to manuall...
I'm trying to reorder the fields in one of my tables so that when viewing them via a linked record, they are organised in relation to how we use them.It's my understanding that to do this, you need to reorder the fields via the first view that was cr...
Hi there! I’ve set up the following formula in an effort to show either the data that is entered into the ‘Invoice Contact Overwrite’ field, or if that is blank, then to show whatever is in the ‘Company’ field. IF({Invoice Contact Overwrite}!=BLANK()...
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