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Filter for "Most recent related records"

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  • Filter for "Most recent related records"

    Hi everyone!

    I run into a bit of a roadblock, and i hope one of you can help me.

    I am trying to create a report where i can show the most recent date of related records. The purpose is to see when the last time contact (entity: call) was made with all of our clients (entity: account).

    Any way this is possible? Thank you in advance.

  • #2
    Hello. In which entity you want to add this filter? In Accounts? Or Calls?
    You could create simple field - lastContact which would contain date of last contact. Then you can create a hook which will update lastContact field after you add new call. Then of course you can change order based on this field.

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