Communication Capability
Contact
Text
The Marketing Director of the Carepath Health Clinic wants to know how many donors are able to be contacted by mail, email, or phone.
2 Formulas
IF(ISBLANK(Email) && ISBLANK(MailingStreet), "No Email and Address",
IF(ISBLANK(Email) && NOT(ISBLANK(MailingStreet)),"Only Address",
IF(NOT(ISBLANK(Email)) && ISBLANK(MailingStreet),"Only Email",
IF(NOT(ISBLANK(Email)) && NOT(ISBLANK(MailingStreet)),"Address and Email",NULL))))
&
IF( ISBLANK( Phone), True, False)
Dynamic Year to Date Formula
Opportunity
The Sales Manager would like a "Year to Date" Sales report comparing Opportunities closed this year to Opportunities closed up until this time last year.
( CloseDate - DATE( YEAR(CloseDate), 01, 01)))
<=
( TODAY() - DATE( YEAR( TODAY() ), 01, 01)))