Method Community

Method:CRM

 

Method Community » Method:Classic » Method:Classic General Q&A » Last or next activity

Last or next activity

Last post 06-07-2013 4:53 PM by Method_Jason. 1 replies.
Page 1 of 1 (2 items)
Sort Posts: Previous Next

  • 06-07-2013 2:46 PM

    Last or next activity

    Reply Contact

    If I log an activity for a lead on June 7th, but that activity occurred on May 31st, when I look at the lead list the "Last Activity" field is populated with June 7th instead of May 31st. How is that LastActivityDate field populated in the Lead (and Customer) table? Is there any way to have another field that refers to the most recent completed activity date (ie. May 31st) instead?

    Thanks

  • 06-07-2013 4:53 PM In reply to

    Re: Last or next activity

    Answer
    Reply Contact

    Hi Mike, 

    If you click Show Additional info? on the Edit Activities screen, you'll see Actual Start Date and Completed Start Date. These fields populate the Last Activity field. See my screenshot below: 

    Jason

    Need more help? Ask us about Method consulting services

    Jason Masina
    Community Support Specialist
    Method Integration Inc.
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400
    Fax: 416.640.6027
    E-mail: j.masina@methodintegration.com
Page 1 of 1 (2 items)