eFormula

eFormula fields allow you to use Excel formulas inside of eSalesTrack.  They allow for fields to be auto populated depending on other values entered. 

The easiest way to create eFormula fields is to first create them in Excel.  After you get them to work in excel copy and paste them into eSalesTrack, you will need to replace the cells with fields in eSalesTrack.  This help guide is organized by type of formulas.  However, just because you use a certain category of formulas that doesn't necessarily mean that you will use that type of field.  There are four types of eFormula fields, pick the type of field that you would like the end value to be formatted in.  For example if you use date fields in a formula and the end value will be text, you would want to use a Formula - Text field.

Articles in this section

Creating an eFormula Field

Formula - Date

Formula - Text

Formula - Currency and Numeric

Formula - Converting

See also