Feature request: calculated CRM fields
Lucas Meyer • • 4 replies
A calculated field would help with values such as days since last purchase, expected revenue, or a score based on several fields. Ideally it could be used in filters and pipeline views too.
Feature Request, Feature Requests, Planned, Bit CRM, CRM, Feature Request
Replies
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Thomas Walker
This request makes sense. The useful version would need clear defaults, a way to see the underlying behavior, and backward compatibility with existing setups. I would also want it to behave consistently in both the admin UI and API.
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Lucas Meyer
Thanks. I tested that direction on this staging community. The main thing I want to confirm now is whether the interface makes the state obvious without needing to inspect logs or hidden settings.
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Marcus Turner
We use a similar setup on a client site. The biggest improvement was keeping one small test case for each integration so we can isolate a problem before changing the full workflow.
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Thomas Walker
Agreed. A small repeatable test case also makes regression testing much faster after plugin updates.