ContributionsMost RecentMost LikesSolutionsRe: Updating a date fieldPrimarily on the form. ------------------------------ Michael Murphree ------------------------------ Updating a date fieldI've run across something I thought would be more straightforward, but I can't find the resolution. I have a Sales CRM with a field for sales stage that is populated with by selections from a list (Lead, Proposed, Closed/Lost, Closed/Won, etc.). I have another field for "Close Date." When a user selects the Sales Stage as "Closed/Won" or "Closed Lost," I'd like the "Closed Date" field to be automatically updated to the current date. The only way I've attempted is using the "Today" function, but ever time I log in, it updates *all* closed opportunities to the current date. Is there a simple solution to this? ------------------------------ Michael Murphree ------------------------------ Re: Question about the round formula.Perfect. Thx, Mark! ------------------------------ Michael Murphree ------------------------------ Re: Question about the round formula.Similiar question, I think, but I can't figure it out. We have services that we bill in "lots" of 10. So if you need 6 of it, we bill for a quantity of 10. If you need 11 of them, we bill for a quantity of 20. Any help on rounding to 10's instead of the next integer? ------------------------------ Michael Murphree ------------------------------ Re: Using List ("\n"...That was the trick, Chris. Thx for the assist! ------------------------------ Michael Murphree ------------------------------ Using List ("\n"...I have enable custom rules for one of my tables. The formulas looks like... var Text MinImpl = If([Impl]<5000,"Minimum implementation fee is $5,000. Please enter an implementation of $5,000 or greater."); var Text MinMRV = If([MRV]<500,"Minimum monthly billing is $500. Please enter a higher PEPM or a Flat Monthly Fee of $500 or more."); var Text ReasonCode = If([Stage] = "Stalled" or [Stage] = "Lost/Closed" and [Loss/Stalled Reason]="","If an opportunity is lost or stalled, you must enter a reason code. Please update the Loss/Stalled Reason field."); List ("\n",$MinImpl, $MinMRV, $ReasonCode) The result is returning the error message in one long string... I want each error to apear on a separate line. What am I missing? ------------------------------ Michael Murphree ------------------------------ Nested "IF" statementsI'm trying to stay away from code and just use the native functionality of QB for a sales CRM. I may be stuck. Here's what I have: If( [Stage]="Lead",0.1, [Stage]="Gained Access",0.2, [Stage]="Analysis",0.3, [Stage]="Proposed",0.5, <any way to make this discretionary, i.e., the rep enters his own #? [Stage]="Stalled",0.05, [Stage]="Closed/Won",1, [Stage]="Closed/Lost",0 ) This is for tracking a confidence/probability level of closing a sales opportunity. I'd like to default the confidence factor for everything except a status of "proposed" and make that discretionary for the sales rep. ------------------------------ Michael Murphree ------------------------------ Re: Change ownership of multiple recordsFound it. Apparently, it only shows after you've filtered the report. ------------------------------ Michael Murphree ------------------------------ Re: Change ownership of multiple recordsI'm not seeing this option on *either* the old style or the new style... ------------------------------ Michael Murphree ------------------------------ Re: Icon ribbonThanks again, Mark. I knew it had to be there. ------------------------------ Michael Murphree ------------------------------