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Is there a way to jump directly to an interface page from the record currently selected in the data table.IE, when you select an interface, it displays the data from the currently selected record.
I track project sales leads. Every lead has the potential to turn into a project, so when I enter the lead, I also enter an estimated value. If it does turn into a lead I want the estimated value to go into the correct field depending on the status...
I can’t get this field to sort properly. It sorts up to a certain point then seems to give up. I tried deleting/re-creating the sort rule, even manually sorting from the customize menu.
I contacted ‘Support’ with this, they did not even respond.
I’m struggling with the syntax to have the Aging field go blank or 0 instead of NaN when there is no invoice date. IE, calculate/display the # of days since invoice was issued, return blank or 0 if invoice has not yet been issued.
This is the formu...
Thank you @carla . When will we see the ability to create new single/multiple select options in Forms? The new record form is basically useless to me now if I am entering a project with a new client or new location or new contact. This is one of t...
This makes a ton of sense, it took me about 15 minutes to reconfigure my current Receivable Summary to this format. I was sorting by Status but not Grouping. I use Grouping for other (non-numeric) things, I actually didn’t realize it would provide s...
Actually, what I am thinking is that it is not really an initial value, it is a value that is input when the lead is entered, or really any time, and it gets copied to the appropriate field if/when it changes or status changes.
If ‘status’ or ‘value’...
