Tiaan_Terblanch - profile

Tiaan_Terblanch · Dec 05, 2022

HiI would appreciate any assistance with my formula.The end goal is that my Cost field should automatically calculate a cost based on a combination of options selected from the Frequency, Activity, and Complex fields.The dropdown options for Frequenc...

Tiaan_Terblanch · Oct 14, 2022

Hi We would really appreciate some assistance with one of our formula fields. Background - also see screenshot: In our first column, we have a date field called “Lifetime Last Payment”, which we manually complete. In our second column, we have a form...

Tiaan_Terblanch · Oct 04, 2022

We have the following columns in our database: Date Joined - regular date Last renewed - regular date Next Renewal - formula (IF({Last Renewed}=BLANK(),BLANK(), DATEADD({Last Renewed},12,“months”)) However, I also need to include my month-to-month me...

Tiaan_Terblanch · Sep 30, 2022

Hi all I would really appreciate some support to come up with the correct formula for the columns in the screenshot below. I want the price in the standard pricing column to auto-populate when a selection has been made in the payment options column. ...

Tiaan_Terblanch · Jul 27, 2022

What I need: For a field to update automatically with a status change if there is 21 days remaining before the clients renewal date. For example, if the next renewal date is 21 days away I would want a “Status of Renewal” field to say ‘Close To Renew...

Tiaan_Terblanch · Dec 06, 2022

Thank you so much for your help!

Tiaan_Terblanch · Oct 18, 2022

Thanks Adam, it is working now. I just had to change one last thing; so the formula now reads as: IF( {Lifetime Last Payment} = {Final Lifetime Instalment Date}, “ :white_check_mark: Paid in full”, IF( {Lifetime Next Payment} <=TODAY(), “ :triangula...

Tiaan_Terblanch · Oct 18, 2022

Adam_TheTimeSavingCo: IF( {Lifetime Next Payment} = {Final Lifetime Instalment Date}, “:green_check_mark: Paid in full”, IF( {Lifetime Next Payment} <=TODAY(), “:triangular_flag_on_post: Change Last Payment date” ) ) Hi Adam, ...

Tiaan_Terblanch · Oct 04, 2022

Hi Scott, I needed 3 options for the renewal status so the formula that I mentioned to Adam is working perfectly. However, I need a formula that will calculate a 12 month and a 3 month ‘Next Renewal’ date. (IF({Last Renewed}=BLANK(),BLANK(), DATEADD(...

Tiaan_Terblanch · Oct 04, 2022

Adam_TheTimeSavingCo: IF( DATETIME_DIFF({Next Renewal}, TODAY(), 'days') >= 22, "Active", IF( AND( DATETIME_DIFF({Next Renewal}, TODAY(), 'days') >= -22, DATETIME_DIFF({Next Renewal}, TODAY(), 'days') <= 21 ), "Cl...

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Please help with a formula

Formula that will indicate 2 stages

Formula to indicate 21day prior to renewal

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I need help with a formula to indicate a 21 day reminder before renewal

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