Automatic Roll-up of values

Updated on October 13, 2016 in General Questions
1 on October 13, 2016

Is it possible to automatically roll-up values in the software.  i know you can do it using calculations but I saw something on some release notes that said this can be done automatically

 
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0 on October 13, 2016

Hi Nicolau, 

Yes you can.  You probably saw the advice on the Spider Strategies blog.  Rather than copy the instructions here, go and take a look at: http://www.spiderstrategies.com/blog/2016-08-25-aggregate-metrics-accross-orgs.html 

Just be aware, and it doesn’t say this in the instructions, the roll-up function ONLY applyies to Organisations that have been Linked using the Link To option when creating the tree.

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