Custom Function for Estimates
Hey everyone,
I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited:
I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited:
* the green box
using following infos:
using following infos:
* Customer Name and Estimate Date.
My Goal is to change the Subject to have this format "<MyFirm>-Estimate for <customer_name>-<DD.MM.YYYY>".
I tried a couple of functions that I got from ChatGPT but none of them worked...
If someone would help I'd really appreciate it.
Best regards.
My Goal is to change the Subject to have this format "<MyFirm>-Estimate for <customer_name>-<DD.MM.YYYY>".
I tried a couple of functions that I got from ChatGPT but none of them worked...
If someone would help I'd really appreciate it.
Best regards.
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