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Hi - I am trying to do a daily balance and bills owed table and am wanting to match expected income so that the dates match. Ideally it would also have a daily exchange rate. I am just not sure how to match and roll-up based on varrying criteria with...
Hi there - We are setting up automation to find records that meet certain criteria -- either via a view or several 'Find Record' set-ups but the 'Find Records' is stopping at 100 records. What is the best work around for this? Thanks!
Hi there - I have tried a few ways to do this but have been unsuccessful. Here is what we are trying to accomplish >> Matching one company to grants that have matching sectors, location and demographics and each can have a deadline or no deadline. Th...