Last call/meeting date as field on contact

[chrismc]

Hi, we want to have a new field for the entity "Contact" that always shows the last/youngest date when a call/meeting happened.

The use case is that I want to sort the contacts when they were last contacted through a meeting or call.
Do I need a custom function or workflow? What is the best way to set this up?

Thanks,
Christoph

[chrismc]

Anyone?

[Maximus]

Hello.
You can try to make something like this:
1. Create in the Contact entity the 3 new fields "lastCall", "lastEmail" and "lastTouch" of a Date type;
2. Add the lastTouch field into the layout of the Contact entity;
3. Create the workflows for the Email and Call entities:
3.1. Email workflow:
3.1.1. trigger type -> 'after record saved',
3.1.2. filter all -> 'Status = Sent',
3.1.3. action -> update related record -> Parent -> Contact -> add field -> lastEmail -> field -> targetEntity -> dateSent.
3.2. Call workflow:
3.2.1. trigger type -> 'after record saved',
3.2.2. filter all -> 'Status = Held',
3.2.3. action -> update related record -> Contact -> add field -> lastCall -> field -> targetEntity -> dateStart.
This will work for the future changing. If you want to update all demanded data in the lastEmail and lastCall fields for the existed Call and Email records you need go to the Call and Email entities, select all records and use a mass update of some not important field to run the workflow.

This will only give you the dates of the last call and last message. But you need to know what the last date you have touched your customer whatever it was the call or email, right? For this, you have to create a formula for the Contact entity for the lastTouch field (which we have created on the beginning) that should define what date between the lastEmail and lastCall is the last.

I haven't tested this but I suppose this should work.

[Maximus]

Ok. Now I have checked it and it works.
Here is the formula for the Contact entity:

ifThenElse(
    lastCall > lastEmail,
    lastTouch = lastCall,
    lastTouch = lastEmail
)

[chrismc]

Thank you very much Maximus! Perfect!

[chrismc]

I am still struggling with this and appreciate the help of the community!

What I want to do: custom field of type "date" at entity "contact": "contactActivityLastPhone". This should show the youngest date of an associated "call" object, i.e. I want this field showing the youngest call date that was done with a contact.

What I have set up: Workflow on target entity "call" and trigger after record update. Action to update linked entity "contact with the formula:
ifThen(dateStart > targetEntity\attribute('contactActivityLastPhone') , targetEntity\setAttribute('contactActivityLastPhon e', dateStart));

The problem: Nothing is updated. Configuring the logfile for DEBUG mode shows nothing in the logfile about errors.

Any ideas? Thanks!
Chris

[Maximus]

Hi Cris,
Try to rewrite the formula this way:

ifThen(
    dateStart > contactActivityLastPhone,
    contactActivityLastPhone = dateStart
);

[chrismc]

Thanks Maximus. I tried this before and again but it does not work. I see that the workflow is triggered and running. But the target field is not changed at the contact. What is the best way to debug this? Setting loggin to debug did not help me

[Maximus]

Could you tell me what a field type is the 'contactActivityLastPhone' field and provide your workflow screenshots with all its configs? I will check it.

[chrismc]

Hi Maximus,

- contactActivityLastPhone is of type Date. dateStart in the Call object is of type "date and time". maybe this is the problem?
- Screenshot attached, sorry its in German

[Maximus]

Chris, please take a look at the screenshot. This works well. I have set a few conditions to trigger the workflow (if parentType = 'Contact' and if status = 'Held'. It will helps your system to avoid from creating the needless flows.

[chrismc]

Amazing, it works! Thanks a lot Maximus!