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Dual sync question!Base 1 has a list of projects. The project PRIMARY FIELD is a formula combining two other fields.Base 2 has a list of issues. Base 1 is synced to Base 2, user select a project to associate with each issue. (This part is working!)...
Have a base that looks at deal flow, including anticipated close date and value of each deal. While we can easily view our "pipeline" at any time, struggling to figure out a way to store that snapshot of data on a routine basis. We don't store upda...
Hello!Our project managers often add personalized information to an automated email before sending to a client. Is there a way to drop the email into the Office 365 drafts folder rather than actually sending it out?I see an option with Zapier but wa...
Hello!Pulled up a list of three dates from a linked table. In this table, there is a separate date on each record. Looking for a way to find the latest of the three dates, that is not later than the separate date in the record. I can find the last...
Each PROJECT has projected conversion date and total value (currency) fields. For my SNAPSHOT record I can begin by having a crated field being the last day of the month ending. Where I am hitting a road block is how to create multiple records then ...
