Hello!
I've tried using a few formulas to try to accomplish what we need, but haven't found the right one. I'm super new to Sugar so I'm not familiar with how it all works, but we're getting there!
Here's a breakdown of what I'm looking for:
If Type_c (dropdown) is Customer and Last Transaction Date (date) is empty, then Account Status (dropdown) is Not Activated
If Last Transaction Date (date) is within 90days from today, then Account Status (dropdown) is Activated
If Last Transaction Date (date) is after 90days from today, then Account Status (dropdown) is Dormant
If Practice_is_Active_c checkbox is unchecked, then Account Status (dropdown) is Deactivated.
Please let me know how we can achieve this. Thank you!