2024-05-30 Added Calculated Custom Fields

1. Calculated Custom Fields:
   • Introduced a new format for custom fields called "Calculated" to streamline the creation of fields that perform automated calculations.
   • Users can now build queries similar to the query builder, with the query used for field calculations showing on a record's Overview Page under The Personal Details section.

2. Calculation Types:
   • Summary: Calculates the total sum of a specific numeric column. Applicable to people/company custom fields.
   • Average: Calculates the average of a specific numeric column. Applicable to people/company custom fields.
   • Total Records: Counts the total records matching the query. Applicable to people/company custom fields.
   • True/False: Checks if any records are found, marking the record as true if found, otherwise false.
   • First Ascending: Sorts records of a specific column in ascending order and stores the first record.
   • First Descending: Sorts records of a specific column in descending order and stores the first record.

3. Automation and Scheduling:
   • Once a calculated field is created, an automation runs immediately and then every hour to execute the query and update the custom field with the calculated result.

4. Query Builder Integration:
   • Calculated custom fields are read-only and available in the query builder for further data analysis.

5. Read-Only Fields:

• Custom Fields are "Read Only" fields.
• Read-only fields cannot be edited and are only visible on the contact view page and in the query builder.
• These fields are hidden on the contact edit or create pages.

Custom Field Examples:

• Total Unpaid Invoices: Creates a custom field that displays the total unpaid invoices per people record by counting the records with unpaid invoices.
• Account from Facebook: Creates a custom field that checks if a people record with the role "Account" and source "Facebook" exists, marking it as true or false.
• Total Amount Unpaid: Uses the Summary calculation type to store the total sum of unpaid amounts through debit orders in a custom field.
• Average Money Collected: Calculates the average amount of money collected by a member over the past 12 months and stores it in a custom field.

• Last WhatsApp Message Date: Uses the First Descending calculation type to store the last date a WhatsApp message was sent.