Filter for "Most recent related records"

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • mbrands
    Junior Member
    • Feb 2018
    • 23

    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.
  • emillod
    Active Community Member
    • Apr 2017
    • 1405

    #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.

    Comment

    Working...