I have the primary field set as a formula right now as CONCATENATE({Client Last Name},', ', {Client First Name}). I want the formula to include the spouses name after the client's name if the marital status (separate field) is married. What would be ...

Hello,I have an automation that updates the Invoice Table paid column with a checkmark when we receive a Payment in the Payments Table with a matching invoice number. We now have noticed that clients may pay the invoice twice. To document this, I wan...

Hello,I am trying to set up an automation where if the invoice number column of a record in the "Payments received" table matches the invoice number column of a record in the "Invoice" table, it will update the "Invoice" table record with a checkbox.