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Contact management

In response to Berenger_Anceaux in https://community.coda.io/t/something-is-wrong-with-my-formula-but-i-dont-know-what/51589

Contacts
1
2
3
Name
Freq
Last Interact
Status
Steve Jobs
Close
12/14/2023
To contact again
Bill Gates
Every 3 Months
10/10/2024
Active
My boss
Indifferent
8/16/2023
Inactive
There are no rows in this table
⁠

Status Formula:

WithName((Today() - thisRow.[Last Interact]),pLast, SwitchIf( thisRow.[Last Interact].IsBlank(), "", thisRow.[Last Interact] > Today(), "", thisRow.Freq = Indifferent, If(pLast <= Days(180), Active, Inactive), SwitchIf( pLast <= thisRow.Freq.Period, Active, pLast <= Days(365), [To contact again], Inactive ) ) )
Frequency
1
2
3
4
Name
Period
Indifferent
​
Close
30 days
Every 3 Months
90 days
Every 6 Months
120 days
There are no rows in this table
⁠
ContactStatus
1
2
3
Name
Active
To contact again
Inactive
There are no rows in this table
⁠

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