New User question : Sourcing value from another field
Hi, I am new to soho CRM but familiar with other CRM's.
quick question, I want to create a field 'Initial' which will automatically source the first character from the field 'First Name', I have tried to do this with a formula field but nothing shows in the field even though the formula looks ok.
Substring(${Contacts.First Name},0,1)
Assume I am missing something very simple here? can anyone help?