Hi, I have been trying for days and looked through previous posts but haven’t been able to find an answer.
I created a linked table that shows how many engagements (essentially projects) per client account.
NOTE: all of these records are completely m...
Hi, having issues combining two different IF statements for contracts:
IF(Phase=“ :inbox_tray: Lead”,“ :bell: ”)
IF(DATETIME_DIFF(TODAY(),{Last Contact},‘days’) >= 7, “ :bell: ”)
They both work separately but want to be able to combine them so that ...
Yes, they do. In my Engagements table, each shows where they are in the pipeline. Then based on that, they are either a Lead, Closed, [on] Hold, or Archived. Finally, based on those, the engagement is either Active or Inactive status.
In my Accounts...
