Last ActivtyTime

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  • LeadBurner
    Junior Member
    • Mar 2021
    • 3

    Last ActivtyTime

    I'm trying to make it where anytime I look at my contacts I can see the last time they were contacted. I'm judging contacted as notes left. If I try reaching someone and put "NA/VM" in the notes I'd like it to count that as activity and then let me sort my Contacts List by last Activity so I can call people in a more orderly fashion.

    Any tips appreciated
  • LeadBurner
    Junior Member
    • Mar 2021
    • 3

    #2
    I've added "Last Activity" as a Date/Time field through Administration Entity Manager> Contact> Fields and then added them through
    Administration > Layout Manager> Contacts > List and Detail but have it is cumbersome and requires manual updating after a call, first the date , and then the time.

    Is there a way to make it automatically update this new field to the current date and time whenever anything happens in the Detail screen? Like adding notes, scheduling a call, etc?

    Comment

    • Maximus
      Senior Member
      • Nov 2018
      • 2731

      #3
      Hi,
      Some automation you can achieve with Formula https://docs.espocrm.com/administration/formula/.
      Workflow/BPM has wider automation functionality:
      - Workflow: https://docs.espocrm.com/administration/workflows/
      - BPM: https://docs.espocrm.com/administration/bpm/
      The last thing (requires some codding skills) that can give you many possibilities is Hook https://docs.espocrm.com/development/hooks/.

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