Brand new to Caspio and have been using a trial to evaluate. Very close to signing up and using it as our vehicle of choice to build a new CRM system (we currently use Zoho)
One question:
I understand how to use calculated fields within reports, but it is not clear (if possible) how to make a field content dependent on another at the time of data entry.
eg Business is introduced to us for which we pay a commission. Certain parties (through reputation or volume) are entitled/demand alternative terms. What I would like to know is - through a drop down list - is:-
Q: Commission tariff: If (say) - (S)tandard, apply a set rate to each product. (populate field with a value (£/$). If (B)espoke, then enter the appropriate rate(s)
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gregatutil
Brand new to Caspio and have been using a trial to evaluate. Very close to signing up and using it as our vehicle of choice to build a new CRM system (we currently use Zoho)
One question:
I understand how to use calculated fields within reports, but it is not clear (if possible) how to make a field content dependent on another at the time of data entry.
eg Business is introduced to us for which we pay a commission. Certain parties (through reputation or volume) are entitled/demand alternative terms. What I would like to know is - through a drop down list - is:-
Q: Commission tariff: If (say) - (S)tandard, apply a set rate to each product. (populate field with a value (£/$). If (B)espoke, then enter the appropriate rate(s)
Any help appreciated.
Kind regards
Greg
Director
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