Cloud version: What's the best way to lock down Lead data on Converstion

[crmclients]

Thanks guys I think I have part of the answer with your block Yuri

If the Lead is Converted then stop all calculations..... on both Lead...

[crmclients]

Thanks so much Kharg! I have a client in finance and Today never works if they have to look at the calendar to get the date Not aware of Tamper......

[crmclients]

Client uses an interest rate table that changes weekly - we have 10 calculations happening in formula based on the rate

When the rate changes,...

[crmclients]

Avoid having to open every report to see who created it, last modified, interval settings, portal enabled


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[crmclients]

I love this! Installed in my local EspoCRM in WIndows, wish I could install in the Cloud!
Great work!...

[crmclients]

Ok after a few hours trial and error this worked to load over 1000 leads
Uing PowerBI free desktop version
Espo Cloud version

1. go to Transform

...

[crmclients]

Update: unable to get the pagination to work so 200 lead limit