This website uses Cookies. Click Accept to agree to our website's cookie use as described in our Privacy Policy. Click Preferences to customize your cookie settings.
I’m routinely linking a record from another table to match text in another field. Is there a way to do this fast/automatically?
For example, we have an Invoices table, with data that we import from our invoicing software, Harvest. From the imported d...
kuovonne:
Create a new formula field that will flag a client name as new based on a lack of info in some other field
:point_up_2: Brilliant! This will probably do it for us. (Also, sounds like it would be in my best interest to get Pro plan ...
Great idea! The client names will mostly match exactly, but–if they don’t–I’d like to avoid automatically creating a new record in the other table and somehow call out “No Match” or something like that. Any suggestions?
