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Formulas

Copy formulas for your Custom Formats!  

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Filtering formulas by keyword

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Title Copy to Clipboard    
Invoices      
Address with Client Name/Contact Name

Address with Client Name/Contact Name

Preview:



Description: This formula will show Client Name 1, Contact Name (if present), Address Line 1, Address Line 2 (if present), and City/State/Zip.

Applies to: All Invoice Formats

Special Configuration:

CanShrink = True
Make the Textbox large enough to handle the output

Invoices
Address with Client Name

Address with Client Name

Preview:



Description: This formula will show Client Name 1, Address Line 1, Address Line 2 (if present), and City/State/Zip.

Applies to: All Invoice formats

Special Configuration:

CanShrink = True
Make the Textbox large enough to handle the output

Invoices
Address with Client Name 1/Name 2

Address with Client Name 1/Name 2

Preview:



Description: This formula will show Client Name 1, Client Name 2 (if present), Address Line 1, Address Line 2 (if present), and City/State/Zip.

Applies to: All Invoice formats

Special Configuration:
CanShrink = True
Make the Textbox large enough to handle the output

Invoices
Statements      
Address with Client Name/Contact Name

Address with Client Name/Contact Name

Preview:



Description: This formula will show Client Name 1, Contact Name (if present), Address Line 1, Address Line 2 (if present), and City/State/Zip.

Applies to: All Statement Formats

Special Configuration:
CanShrink = True
Make the Textbox large enough to handle the output

Invoices
Address with Client Name 1/Name 2

Address with Client Name 1/Name 2

Preview:



Description: This formula will show Client Name 1, Client Name 2 (if present), Address Line 1, Address Line 2 (if present), and City/State/Zip.

Applies to: All Statement formats

Special Configuration:
CanShrink = True
Make the Textbox large enough to handle the output

Statements
Labels      
Address with Client Name/Contact Name

Address with Client Name/Contact Name

Preview:



Description: This formula will show Client Name 1, Contact Name (if present), Address Line 1, Address Line 2 (if present), and City/State/Zip.

Applies to: All Client based Label Formats

Special Configuration:
CanShrink = True
Make the Textbox large enough to handle the output

 
Client Management        
Interaction Listing - Logged in Staff Filter

Interaction Listing - Logged in Staff Filter

Description: This formula will hide any interactions where the staff on the interaction does not equal the staff currently logged into Practice CS.

Applies to: Reports based on the Interaction Listing

Special Configuration:
Place this formula in the GroupFooter4 PrintWhen property.

Client Management
Project Management      
Logged in Staff Filter for Assigned

Logged in Staff Filter for Assigned

Description: This formula will hide projects that are not assigned to the staff currently logged into Practice CS.

Applies to: Project Based Reports

Project Management
Logged in Staff Filter for Responsible

Logged in Staff Filter for Responsible

Description: This formula will hide projects that the staff currently logged into Practice CS is not responsible for.

Applies to: Project Based Reports

Project Management
Logged in Staff Filter for Tasks

Logged in Staff Filter for Tasks

Description: This formula will hide tasks that are not for the staff currently logged into Practice CS.

Applies to: Task Based Reports and Subreports.

Project Management