Hello all, I am customizing the CRM template and need help setting up the following:
I have two board “Invoices” and “Contracted”. They have several columns connected. I would like to create a column called “invoiced” on the Contracted board that shows the amount that has been already invoiced (Ie: If the total contract value is 10.000 and two invoices for amount of 3.000 and 4.000 have been sent, I would like a column on Proposals next to Proposal value showing 7.000 invoiced)
For that, I need a way to agregate the Column “invoice Value” of all items on “invoice” that are connected to the same item on the connected column “Contracted” and show that value on a column called invoiced on the “Contracted” board.
A bit complex but I’m sure it has been done by somebody before. Any ideas?