Math Operations In Custom Value Picker
When you manage a recurring customer, such as a barber shop client, the system can automatically add the amount spent on each visit to the customer's total value, ensuring accurate and up-to-date financial tracking.
Math Operations In Custom Value Picker: This feature supports custom value pickers, allowing users to automatically update numeric fields based on defined mathematical operations.
⭐️ Why Does It Matter To Your Business?
Automated Value Updates: Your business can automate the update of numeric fields, saving time and reducing manual errors.
Enhanced Accuracy: Ensure precise tracking of cumulative values like total sales or recurring charges without manual calculations.
Increased Efficiency: Streamline processes by leveraging automated calculations, freeing up resources for other tasks.
⭐️ How To Use Math Operations In Custom Value Picker:
Access the “Automation” Tan from the left navigation menu. Click on Workflows from the upper navigation menu and then click on “+ Create Workflow > Select A recipe/Start from scratch”.
In the Workflow builder click on + Add New trigger and add the triggers according to your requirements.
Here you can see the different Added triggers. Click on the “+” icon to add the action.
Search the Math Operation Action from the action list.
You can add any values from the trigger and use them in the field “Select Field."
The numeric and trigger fields will also be available in the 'Value" field in the operation section and to add the custom field click on the custom field icon.
Select the Custom field according to your requirements and click on the save button.
This feature simplifies financial tracking and improves operational efficiency within the CRM by automating the update of numeric fields based on custom mathematical operations.
