Sync Property

Smart CRM & Sales Hub Account & Settings
1

Hi,

Is it possible to create some kind of a note property in which it’s kind of like a formula-based property where it aggregates info from other properties? It would have a summary of the other properties that we want to have in there. Again like a formula-based property where it says, you know, take whatever is in this property and this property and put it into this property. Is that a thing?

2

Hi @moree20,

Yes, this can be done with the ‘Concatenate’ function in a calculation property: Create calculation and rollup properties

Let me know if you need detailed step by step instructions!

3

Thanks @karstenkoehler Very helpful