Hi there, I have been building a bespoke CRM for my start-up and I am wondering, is there a way to apply conditional logic to a select list column in a card layout (show/hide depending on the fill value)?
Context: For each marketing blast sent to my contact list, I have a column that represents the blast and whether it was sent to x contact. Each blast represents 1 column. In the card view, I then have all blasts and if it is sent to x contact. What I would like is to
either summarise these columns into a list, so my sales team can see at a glance what marketing this contact has received or
only have the blast details displayed if it was sent to that contact.
In the dictionary you can see that I originally had all the blasts as a select list but updating this was very burdesom so I went with 1 blast = 1 column, so I could quick copy and paste who was sent what.
Apologies a blast is when we send a marketing email. So for each teacher, I want to be able to see what marketing emails they have been sent - currently I do this each column representing a 1 marketing blast. These get sent in mass campaigns I.e. they are not sent one my one manually, so the steps I take to do this is:
select the teachers I want to send the blast to in CODA (using filters/ criteria)
Export that data and send the marketing blast
Add a new column with the date the email was sent and the name of the blast (i.e. New offering)
Add sent against each of the teachers that the blast was sent to under the original criteria.
