autofill with calculations

Reply •Thanks • 2020/01/14 05:55:46 0 0

Hello I was wondering if Botchief can make a formula for a field, based on other fields? For instance, I'm trying to auto calculate a convenience fee, which is 2% of the sum of premium and membership. In this example, "Convenience Fee" should be $20.70 ( 2% of premium + membership). I would rather my CSRs not have to calculate this 2% fee manually on the website. Thanks pf

2020/01/14 15:48:01

Check this post to know the details: https://www.whitehatbox.com/BBS/BBSPost?postid=13405&pid=1#.Xh1yG-gzaUk

2020/01/18 18:03:39

1 # nboater 2020/1/14 5:55:46

Hello I was wondering if Botchief can make a formula for a field, based on other fields? For instance, I'm trying to auto calculate a convenience fee, which is 2% of the sum of premium and membership. In this example, "Convenience Fee" should be $20.70 ( 2% of premium + membership). I would rather my CSRs not have to calculate this 2% fee manually on the website. Thanks pf

Save the values in variables, sum them up, and calculate 2% of this amount, then enter the resulting value. Use commands Variable Operate and Set value.

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2020/01/19 11:03:48

Thanks for your kind help, happy New Year in advance.

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