Good morning everyone,
I need assistance with the ESPOcrm tool and hope you can help me.
Context:
• Entity: Associates
• Description: Contains the records of the associates.
• Existing Fields: Name, phone, address, among other registration data.
• Entity: Membership Fees
• Description: Stores the payment records of the associates’ membership fees.
• Existing Fields: Fee amount, status (paid or outstanding), due date.
Relationship:
• I established a one-to-many relationship between Associates and Membership Fees, linking each fee to a specific associate.
My Question:
I would like to create two new fields in the Associates entity:
1. Number of Outstanding Membership Fees:
• Description: Should display the total number of fees that are outstanding for each associate.
2. Sum of Outstanding Membership Fee Amounts:
• Description: Should calculate the sum of the amounts of the outstanding fees for each associate.
Objective:
• To facilitate the monitoring of each associate’s financial obligations directly in their registration record.
What I Have Tried:
• Reviewed the available documentation but couldn’t find a specific solution for this case.
• Tried using aggregation functions but did not achieve the expected results.
• Managed to implement the functionality using the Advanced Pack, however, with this approach, the information is not available in the list, which is essential for my monitoring.
I appreciate your attention in advance, and any guidance or examples on how to implement these fields in a way that the information becomes visible in the list would be greatly welcomed!
I need assistance with the ESPOcrm tool and hope you can help me.
Context:
• Entity: Associates
• Description: Contains the records of the associates.
• Existing Fields: Name, phone, address, among other registration data.
• Entity: Membership Fees
• Description: Stores the payment records of the associates’ membership fees.
• Existing Fields: Fee amount, status (paid or outstanding), due date.
Relationship:
• I established a one-to-many relationship between Associates and Membership Fees, linking each fee to a specific associate.
My Question:
I would like to create two new fields in the Associates entity:
1. Number of Outstanding Membership Fees:
• Description: Should display the total number of fees that are outstanding for each associate.
2. Sum of Outstanding Membership Fee Amounts:
• Description: Should calculate the sum of the amounts of the outstanding fees for each associate.
Objective:
• To facilitate the monitoring of each associate’s financial obligations directly in their registration record.
What I Have Tried:
• Reviewed the available documentation but couldn’t find a specific solution for this case.
• Tried using aggregation functions but did not achieve the expected results.
• Managed to implement the functionality using the Advanced Pack, however, with this approach, the information is not available in the list, which is essential for my monitoring.
I appreciate your attention in advance, and any guidance or examples on how to implement these fields in a way that the information becomes visible in the list would be greatly welcomed!
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