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JCrowNM
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Member since ‎Aug 11, 2023
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Jonathan Crow

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JCrowNM on March 01, 2024
I have a dashboard that is meant to be filtered by the Deal Name. All of the reports in the dashboard key off of that. I would like to create automation around grabbing the URL of the Dashboard where it is filtered by the Deal Name (see the use case read more
JCrowNM on February 07, 2024
One use case is that in order to have a Company in a report where you can click on the link you have to use the Record ID of the Company. However, when you try to alphabetize based on the Company name, it uses the ID to sort. I had to add the Compan read more
Solved
JCrowNM on February 05, 2024
We have contracts with multi-year deals. We have the amounts of those deals split out in different fields, e.g. FY24 Amount, FY25 Amount, etc. I want to compare how much we have booked (closed won deals) vs the annual goal for the year. I can't read more
Contributor
February 07, 2024
Just wanted to provide a concise recipe of what I did in case others have a similar need. 1. Signed up for the formula fields beta 🙂 2. Create a...read more
Solved
JCrowNM on February 05, 2024
We have contracts with multi-year deals. We have the amounts of those deals split out in different fields, e.g. FY24 Amount, FY25 Amount, etc. I want to compare how much we have booked (closed won deals) vs the annual goal for the year. I can't read more
Contributor
February 07, 2024
Just wanted to provide a concise recipe of what I did in case others have a similar need. 1. Signed up for the formula fields beta 🙂 2. Create a...read more
Solved
JCrowNM on February 05, 2024
We have contracts with multi-year deals. We have the amounts of those deals split out in different fields, e.g. FY24 Amount, FY25 Amount, etc. I want to compare how much we have booked (closed won deals) vs the annual goal for the year. I can't read more
Contributor
February 07, 2024
Just wanted to provide a concise recipe of what I did in case others have a similar need. 1. Signed up for the formula fields beta 🙂 2. Create a...read more
Solved
JCrowNM on February 05, 2024
We have contracts with multi-year deals. We have the amounts of those deals split out in different fields, e.g. FY24 Amount, FY25 Amount, etc. I want to compare how much we have booked (closed won deals) vs the annual goal for the year. I can't read more
Contributor
February 07, 2024
Just wanted to provide a concise recipe of what I did in case others have a similar need. 1. Signed up for the formula fields beta 🙂 2. Create a...read more
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