Easily Insert Smart Field to the Investor Proposal

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How to Insert Smart Field to the Investor Proposal

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foreign so should we start or just wait for people to join in we can start here perfect perfect so thank you good evening everyone and thank you for joining us on another webinar of merciless Meritor Q we have with us um today Mr Krishnan and Mr salil Desai with us just to give a brief background Krishnan leads the quantitative research team with us at Marcellus uh he has more than 10 years of experience and prior to Marcellus he was with organizations like Morningstar D Shaw Goldman Sachs Etc uh by qualification Krishna is an MBA from IIM hes an engineer and a CFA Charter holder as well uh we also have Mr salil Desai who heads the research team with us and is one of the co-founders at Marcellus prior to uh joining Marcellus salil uh was into premji investment which is Indias largest family office uh uh in asset under management terms and he has more than 12 years of experience and he has tracked multiple sectors and equities including Industrials infrastructure utilities Insurance E

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What is a smart field?

Certain fields available for user-defined reports, views, and queries do more than select a specific piece of data. These fields, called smart fields, combine multiple pieces of data or decide which data to display based on what is available.

How do I create a custom field in Dubsado?

Custom fields make Dubsado your system.Manually enter information in a custom field Click on the pencil icon next to the Client section in the sidebar. Scroll to the bottom of the client profile to find the custom fields. Enter the information and click Save Close.

What are smart fields?

Certain fields available for user-defined reports, views, and queries do more than select a specific piece of data. These fields, called smart fields, combine multiple pieces of data or decide which data to display based on what is available.

What is the lead capture form for Dubsado?

A lead capture form is how you get potential clients into your Dubsado account. Once a lead fills out the form, a project is automatically created for that lead. After building your form, dont forget to share your form.

What is smart field in Dubsado?

A smart field is a text placeholder used in form templates and canned emails that will autofill once added to a project. Dubsado smart fields can be identified by their double curly braces: {{client.name}} The example above will populate with the clients full name.

How do I add a form to a canned email in Dubsado?

It is NOT possible to attach a Dubsado form to a canned email. You create a template under Templates Forms. This is just a template that youll re-use from project to project. You add the form to the clients project. This copy of the form now has a unique URL (a unique link) that the client needs to access the form.

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Insert Smart Field to the Investor Proposal