Hello Sugar Club,
In the Opportunities module, I have a multiselect field for Lead Services. I'd like to start tracking the number of services our sales team is pitching to each prospect and thought I could do it with a calculated field by using the formula Count($services). When I test out this formula after selecting 2 services in the multi select field, Sugar is calculating 0 in the number of services field.
Is there another formula I should be using in the calculated field section?
Hello Armena Ballard
6036.multy4.mp4
I'd do that with the Logic Builder configuring tool (https://logicbuilder.integroscrm.com) - it took just 5 min
To read the implementation flowchart, just zoom in and follow the white line:
Since I have access to Logic Builder cloud tool, you could let me know the custom names of Lead Services and Lead Services Number fields in your Sugar (that ends with _c in the Studio), and I will get back with zip-file for your Sugar data model - so that you could install zip via Module Loader and benefit from the calculation.
Let me know
Best Regards,
Dmytro Chupylka
integroscrm.com
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