neilcovert
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Everything posted by neilcovert
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Future Value (FV) Calculation
neilcovert replied to neilcovert's question in Calculations and aggregations
Thanks so much Mathilda. -
Is it possible to do a FV (future value) calculation inside of either a Calculated or the new Formula Field? This function returns the future value of an investment based on a series of regular periodic cash flows (payments of a constant amount and all cash flows at constant intervals) and at a fixed interest rate. The formula is: FV(periodic-rate, num-periods, payment, present-value, when-due). Thanks. Neil
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Specifying a Font in HTML Block
neilcovert replied to neilcovert's question in Styles and Localizations
Thanks! -
I've created an HTML block to be used on a Data Page describing particular entries below that block. How do I specify the Google Font Raleway in the HTML code? Thanks. Neil
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Published Webpage Different than Preview Data Page
neilcovert posted a question in Styles and Localizations
I'm developing a website for financial advisors. I've created a Submission Form and deployed it to my test website. The test website deployed page is here: http://www.advisorsprivateoffice.com/test.php The preview page for the same Submission Form appears normal, but my website page looks different. I've attached a screen shot of the Preview Page from within Caspio. Any ideas as to what is causing the difference. I'm using Rapidweaver to build the website. Thanks. Neil -
Membership Site & Caspio Login
neilcovert replied to neilcovert's question in Security, Authentications, Roles, SAML
Great. Thanks!! -
Membership Site & Caspio Login
neilcovert replied to neilcovert's question in Security, Authentications, Roles, SAML
Thanks Mathilda. One follow-up question: Let's say I already have a generic web page with some information already on it - but I want to protect it with authentication. Could I create a data page in Caspio and then deploy it on part of that generic page? Would that generic page then be protected with authentication? Neil -
Membership App for Multiple Members with Multiple Clients
neilcovert replied to neilcovert's question in Tables, Views and Relationships
Thanks NealPatil. That's exactly what I will have. My Users will be the Financial Advisors. They will in turn have multiple clients with multiple investments. So I guess what I'm struggling with as a Newbie is if what I'm contemplating will be a one to many relationship (FA to many clients of the FA). Neil -
Membership Site & Caspio Login
neilcovert posted a question in Security, Authentications, Roles, SAML
I'm designing a membership website. If I want to have website pages that do not have any Caspio data pages deployed - but have other information and offerings that are for member's only - is it possible with Caspio to restrict access to those pages using Caspio's login credentials? Thanks. Neil -
Membership App for Multiple Members with Multiple Clients
neilcovert replied to neilcovert's question in Tables, Views and Relationships
Thanks for your detailed insight. I watched the "How to Set Up User Permissions" tutorial and it was very helpful. I think your Travel Company model might have one more level than I will have in my Financial Advisor model - and so I'm still struggling with whether I have a one-to-many relationship or a many-to-many relationship. It sounds like instead of having the Many Travel Companies > Many Travel Agents > Many Customers you have - I have Many Financial Advisors > Many Clients. I'm not sure I have that 3rd level - although I suppose I could structure the model that way if, for example, a particular financial planning practice or firm had more than one financial advisor. Neil -
I'm going to be creating a Membership website. The Members will be Financial Advisors. Each Financial Advisor who is a Member will have multiple Clients. Each Financial Advisor who is a Member will be able to enter investment information for each of their clients. I'm trying to outline ahead of time the different Tables I will need and whether this will be a one-to-many relationship app or a many-to-many relationship app. The Caspio Membership App seems to be just a one-to-many template. Anyone have experience with this or have suggestions as to how to diagram out first on paper? Thanks. Neil
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Thanks Tammy, Basically I'll be implementing both platforms and want to use Caspio for my membership database, etc. that passes that info into Infusionsoft so I can email market, etc. with Infusionsoft. Neil
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I'm wondering if anyone has any experience bridging Caspio with Infusionsoft. Thanks. Neil
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Thanks!
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I'm creating a membership website for financial advisors. I'd like to include a pop up window or something similar that will display a "Since You've Been Gone" message with new content when a returning member logs in after that new content was developed. So, for example, if Member A logs in after a one week absence, and if we have some new content added 3 days ago, then when Member A logs in I'd like a pop up window to alert that returning Member A of the new information. If Member B logs in this morning, then I don't want Member B to see the pop up. I'm wondering if this is possible with Caspio. Thanks. Neil