XLSX import to 2 Linked Tables?
Is there an easy way to accomplish this? Say as an example: Table1 - LEAD_NAME, PHONE, CONTACT_NAME Table2 - LEAD_NAME, CALL_DATE, NOTES Table1 can link to many Table2 If I create an xlsx sheet with all the relevant fields, can I do a mass import of leads and or calls (together) with a single upload? Or two uploads might make more sense so it doesn't duplicate leads? LEAD1, 555-555-5555, Bob, 09/17/2025,"Good Call" LEAD1, 555-555-5555, Bob, 09/17/2025,"Bad Call" I am curious how the linking would work here. I assume a pipeline might be needed? but before going down that path I wanted to see if I am overlooking an easier way.
Change date filter from range to specific date
When you have a date column on a report, and select the filter icon, you are forced to enter a start and end date in order to filter that column. Is there any way you can force it to just accept a single date? I know I can set a report filter for an ask the user for that field, I'm seeking a way to disable the popup calendar that appears when just normal column filtering.
Gantt plugin: tasks with fractional start and end values
Hi all I'm using the Gantt plugin to manage task with short durations (hours). The Gantt plugin allows me to move e resize tasks so the start and end are given as dates and times. But the start and date fields on the Tasks table are Date fields, not DateTime fields. I need to get more detailed info from my tasks, but I don't know were the fractional start ad date info is stored. Lets suppose, for example, a task starting at a given date and time, and ending at a given date and time. If I move the task by a few hours, in a way that it stays on the same dates, and go to the currespondent record on the Tasks table, I see that the "Date modified" field does not change, meaning the record was not updated. If I move (or resize) the task so the start or end date change, the "Date modified" field gets updated. So, in summary, the question is: on which table is the fractional info (time) for tasks start and end is stored on my app? Thanks! JoseFile Attachment Naming
Does anyone have a good way to add a file name to a file attachment? When in the field and we click the 'add file attachment' button/ link, we usually take a photo with the ipad to embed there. Is there a better way than making a text field for naming? Any way to do this manually?Table Navigation Experience Request
Not sure where to post/send this, but I would like to request a modification to the user experience when editing records from the table home page. When you click on either the pencil or eye icon to edit/view a record and then you save/cancel and close you are taken back to the very top of the table. This is fine when you only have a few records, but when you have several pages, it is frustrating to have to scroll back down the table to find the place where you left off. Would appreciate a way for it to remember where I left off and then return me to that location. Just a thought.
