Calculated Fields as new custom field type

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Marcelo Ramagem

• November 13, 2019 19:26

It would be very powerful if we could create read-only calculated fields.... with the ability to calculate using other fields and/or universal things like current date or days remaining etc.

Examples:

* Add new custom field that calculates how many days an activity is overdue (today - due date)

* Add custom field with a "Expiration Date" and then another field that calculates how many days until thats "Expiration Date"

etc

The use cases are plentiful... many more than the two that come to mind right now.

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  Martin Lightbowne

  • November 30, 2019 22:39

  100% agreed

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  Amine H.

  • February 22, 2020 01:00

  You beat me to it. Def. needed, especially for companies who do quotes and need to calculate tax or gratuities automatically. +10000 Vote! :)

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  darb

  • October 13, 2020 05:47

  Very much needed.  Any response on this Salesmate?

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  Reid Kurtenbach

  • January 23, 2021 20:06

  Any word from Salesmate????

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  Matthew Gibbons

  • March 18, 2021 11:49

  I too would like formula fields in Salesmate. My use case would be to add a custom field for Monthly Recurring Revenue and then add a Formula field that multiplies the value in my MRR field by 12 to give me my Annual Recurring Revenue for that customer. 

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