TT – Calculated Fields

With OpenCRM you have access to some incredibly powerful business tools within your settings menu. Automating some of the boring or more mundane tasks and data calculation is just one of them. It’s like having a built-in personal assistant taking the jobs you don’t want to do on for you!

In this Tuesday Tip we take a look at automating the calculation of certain fields. In the example we have used in this video, we want to take a look at how many branches a company may have. Instead of trawling through the company records and working that out for yourself, or having a team member miss important information such as the example above, you can ask your CRM system to do this for you.

Once the setting has been applied you will then be presented with the important calculated data fields whenever you open that type of record.

As with most things to do with OpenCRM, this feature can be applied on a user and team basis, so if the data you generate is only relevant to yourself, or a specific team within the business, you can have it hidden from anyone who does not need to see it.

Check out the Tuesday Tip video above for more information on how to turn on this setting and if you need any further info about permissions settings within OpenCRM, feel free to reach out to us and we can point you in the right direction.

Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.
Why not stay up to date with this series, as well as our webinars and knowledgebase videos by subscribing to our YouTube Channel?

Back to Webinars