Scott Clawson

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Activity overview

Latest activity by Scott Clawson
  • Scott Clawson commented,

    Hey Bill,    Thanks for the fast reply. I'm having an issue having the @SOLD REP even pulling up. Is there a reason why it wouldn't find the field?  

  • Scott Clawson created a post,

    Grab Name from Relationship Field on other Object?

    I have a relationship on 1 object with another to pull over the "Sales Rep" information on sales in our Project object. I need to create a calculation field that pulls just the "Sales Rep Name" fro...

  • Scott Clawson commented,

    Hey Bill,    Is there a reason why I wouldn't have the excel option? Also once I create the excel sheet how do I attach it to the email? Do I just select "Most Recent" for attachments? I've seen th...

  • Scott Clawson commented,

    Hey Bill,    Thanks for the help. I currently have email automation in place. I'm wondering how can I turn a View in Podio into an excel sheet that I then email to my employee base? Currently right...

  • Scott Clawson created a post,

    Email Data from View

     I'm trying to create automation to send a weekly email to each team with their outstanding projects in excel or PDF format. Is this possible? I've created views for each team in hopes that I could...

  • Scott Clawson created a post,

    If/Then Calculation Field

    I need a field that populates a URL link based on a category field. As of right now I have all the URL's in hidden fields for each category but I need the calculation field to update the URL based ...