Math Operations In Custom Value Picker

Math Operations In Custom Value Picker

July 25, 20241 min read

When you manage a recurring customer, such as a barber shop client, the system can automatically add the amount spent on each visit to the customer's total value, ensuring accurate and up-to-date financial tracking.

Math Operations In Custom Value Picker: This feature supports custom value pickers, allowing users to automatically update numeric fields based on defined mathematical operations.

⭐️ Why Does It Matter To Your Business?

  • Automated Value Updates: Your business can automate the update of numeric fields, saving time and reducing manual errors.

  • Enhanced Accuracy: Ensure precise tracking of cumulative values like total sales or recurring charges without manual calculations.

  • Increased Efficiency: Streamline processes by leveraging automated calculations, freeing up resources for other tasks.

⭐️ How To Use Math Operations In Custom Value Picker:

  1. Access the “Automation” Tan from the left navigation menu. Click on Workflows from the upper navigation menu and then click on “+ Create Workflow > Select A recipe/Start from scratch”.

A screenshot of a computerDescription automatically generated
  1. In the Workflow builder click on + Add New trigger and add the triggers according to your requirements.

A screenshot of a computerDescription automatically generated
  1. Here you can see the different Added triggers. Click on the “+” icon to add the action.

  1. Search the Math Operation Action from the action list.

A screenshot of a computerDescription automatically generated
  1. You can add any values from the trigger and use them in the field “Select Field."

A screenshot of a computerDescription automatically generated
  1. The numeric and trigger fields will also be available in the 'Value" field in the operation section and to add the custom field click on the custom field icon.

A screenshot of a computerDescription automatically generated
  1. Select the Custom field according to your requirements and click on the save button.

A screenshot of a computerDescription automatically generated

This feature simplifies financial tracking and improves operational efficiency within the CRM by automating the update of numeric fields based on custom mathematical operations.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

© Copyright Pinnacle Ai 2024

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.