Hi all. First and foremost, thanks in advance for your time reading this and your potential help. I’m having some issues with some custom roll-up fields I’ve been using at the portfolio level. I’m going to use one example here but I’m seeing it with other similar custom roll-up fields I’ve created…

Using Custom Roll-Up Field at Portfolio Level - Data Not Updating

Richard_Sather Split this topic March 20, 2025, 2:47pm 8

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