I have an Interactions and an Investors table. There are vaious interaction types as investors move from cold > warm > diligence, etc. These interaction types are managed via a single-select and piped in via various automations. Two metrics I’m tryin...

In an Interactions table, I’m using a checkbox field to mark specific interactions 7-day follow-up. In a different table, I’d like to see if the most recent interaction for a contact has 7-day follow-up checked. MAX(values) works for dates but return...

Hi all! A newb here and this is a “practice project.” I did some digging around before asking – came up empty. I’m setting up a base (modified Product Catalog template) with a bunch of personal items I hope to sell in preparation for a move. Idea is ...