Hi all, Can one base be the central CRM and the content editable in all other bases? For example, one central base could hold the organizations (companies, etc.) and their contacts, while the other bases could be used by different team members. The c...
Hello! I'm using the interface to show our metrics, and I'm looking to show both cumulative pipeline numbers and current pipeline numbers. Under our Tasks table, we tag the pipeline status per task, so cumulative recall is straightforward. How would ...
Hi all!I want to express my gratitude to @Sho for being extremely helpful in sharing a formula that significantly improved our reporting process. Now, I am seeking assistance for a new development phase.Currently, I am looking into two specific requ...
Hello, I'm not sure which category this would fall under. I'm working on generating an automated report based on our data. I don't want it to be too long, so under one filtered category, I only want the report to pull information tied to a checked-of...
Hello, I'm trying to find a function that will pull all of the long text; rich field checked boxes away from any unchecked boxes. I've found the solution linked below and it worked great for the opposite problem. Does anyone have a formula to solve p...
Thank you @TheTimeSavingCo ! I was happy to see I was on the right track. I appreciate your suggestion for the Rollup field as well. It's working great! For anyone's future reference, we created a 'current engagement pipeline using TheTimeSavingCo su...
Hi all, I've been looking into functions to try to solve this. Would an extract function work, and is there a formula that will only extract the highest number? I though about numbering the pipeline, then extracting the highest number to show current...
Thank you for the idea! I'm working through that. I've changed the pipeline so there's a number associated. I'm trying to set up the rollup field to only pull the pipeline indicator with the highest number:Do you know of a function that will do this?...
Ah! Ok, got it--almost! Sorry for the confusion, so I've updated the dates, and removed the date from the unchecked box. The unchecked box is showing up in the formula field, which I don't want. I only want the checked boxes from the last week or t...
