Brandon_Wood - profile

Brandon_Wood · Feb 15, 2020

Hello, I have a column with several different possible fields (stages); proposal requested, proposal delivered, ordered, and shipped. What I am trying to do is in another column to create a date formula for when the stage is changed to “shipped”. Any...

Brandon_Wood · Jan 27, 2020

I am using the CRM template table to build my contact database. I have 2 tables in this base for contacts; 1 is the default and the other is the one I am creating. I am trying to link the multiple contacts to each company. In the default contact tabl...

Brandon_Wood · Feb 15, 2020

I deleted the table for the pre-done “contacts” table that was in the template I was using and that seemed to fix my issue. Can the same table be referenced in multiple different tables in the same base?

Brandon_Wood · Jan 29, 2020

Hi Mohamed, I did what you mentioned, linked the field “accounts” in the Contacts table but the field “contacts” in the Account table still is not updating

Brandon_Wood · Jan 29, 2020

Hi Mohamed, Just sent you screenshots with comments

Brandon_Wood · Jan 29, 2020

Mohammed, thank you for the response. I do have a table for companies, opportunities (pipeline quotations and sales), and Contacts. I imported a table for the companies and there is also a default company table in this template base. My imported tabl...

Brandon_Wood · Jan 28, 2020

For some reason I cannot figure out how to post images in a post. I keep getting errors.

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Create a formula based on date column changed to specific field

CRM Contacts not linking to organization

Re: CRM Contacts not linking to organization

Re: CRM Contacts not linking to organization

Re: CRM Contacts not linking to organization

Re: CRM Contacts not linking to organization

Re: CRM Contacts not linking to organization