user04864

Discussions

Notification Email not sent for Alert
I have set up a daily alert to notify myself when a YTD sales number changes by more than 1. The alert is set to send an email notification at 9:00 am every day when this change occurs. I tried to share this alert with others, but I am the only one who receives the daily email notification. How do I set up an alert so I…
Formula to group fields based on a specific string of text in that field
Our customers are broken down by specific locations. I want to create a card to track sales for the customer that includes all of the customer locations and customer numbers. Is there a beast mode calculation I can create to pull any customer if it includes specific text (i.e. CASE WHEN NAME_CUST includes 'Customer*' ELSE…