• Count Endpoint for documents/ tasks

    Is there a best way to get a count of all documents/task etc . Like is there a URL endpoint we can just call that's like documents/count?
  • Calculating Call Due Dates

    I posted this in a different thread, but this is a new formula issue I'm having I need help on. ifElse( equal($keycontact_c,true), addDays($last_call_date_c, ifElse(equal(related($calls,"call_type_c"),"Account Management Call"), 30, ifElse(equal(related…
  • Calculated field after Particular date

    Hello everyone, We need the quote_amount_c field to be a dependent calculation. For records created prior to Jan 1, 2021, the field should be available for manual entry (no calculation applied). For records created after Jan 1, 2021, the field…