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Personal CRM

Master Tag
Workplace
Created
Feb 3, 2021 04:16 PM
Usage
Day
dateAdd
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Follow up FORMULA skips weekends for professional contacts.
if(day(dateAdd(prop("Last Contact"), prop("Follow Up Interval"), "days")) == 6, dateAdd(prop("Last Contact"), prop("Follow Up Interval") + 2, "days"), if(day(dateAdd(prop("Last Contact"), prop("Follow Up Interval"), "days")) == 0, dateAdd(prop("Last Contact"), prop("Follow Up Interval") + 1, "days"), dateAdd(prop("Last Contact"), prop("Follow Up Interval"), "days")))
Professional Relationships
Professional Status
Personal Relationships
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