Hello,

Thanks for all the ongoing help :)  Great support staff/forum/community here.

I've been trying to figure out how to display the dates for the most recent Customer Call, Meeting, Email, Contact, etc. in the customer screen in relation to that customer.  I noticed that some objects like datepicker could easily display dates from another table but I'm not too sure if datepicker would be able to be used in my situation.  

Is there a way to setup my customer screen so that there are fields displaying the last time that customer was emailed, called, etc.?

Thanks!

Hi hkul, 

Great question, I'm still looking into it and will report back with a definite answer.

Mortaza

Hello,

Sorry for the wait. But I have some information here and we are able to accomplish this but it will require some customization.

If you customize your C- ustomers screen you are able to add two fields that will relay that information. The first one being LastActivityCompletedDate which as the name states will retrieve a timestamp of that last activity. And also we'll need to assign a new field with a Loop Through Table action. Which will go into the ActivityType field and collect the entry of what the source of that LastActivityCompletedDate was (Phonecall, Email...). What will happen is it will be going into the Activity table and be looking for the ActivityType.

In addition if you have not yet used your free 1-hour consulting session yet this would be a great time. If you are interested please let me know and I'll have your account manager reach out to you.

- Mortaza

Ok thanks for the answer.  I'll try it out tomorrow and let you know how it goes.

I haven't used the 1 hour consulting session yet but I'll grab our account manager if need be

Thanks!

Sorry for the delayed response; had some other things in Method to work on.

I figured out how to do this and figure I'd leave some instructions for people to reference:

1. Add a loop through table action that references the Activity table

2. "Where" conditions for the loop set to grab whatever ActivityType you want the last date for . E.g. if you want the date/time of the last email sent to a customer set ActivityType to "Email Sent"

3. Add "Retrive record from table" action that grabs the Activity Start Date (or whatever date you want) from the Activity table BASED ON Activity.RecordID = [name of the Action Result from step 2]

4. Insert it into a textbox

This works because it will grab all the Activity RecordIDs that have ActivityType = Email Sent but it will be ordered by most recent to oldest.  So, the Retrieve record from table will use the most recent RecordID FIRST; since textboxes only take 1 record, the most recent RecordID will be inserted into the textbox and you can use that recordID from there.  

Thanks again for the help.  

Hi Hanley,

Glad to see you've got this working, and thanks for posting your process here on the forums. Based on how you've set this up, I think the loop is going through the table from oldest to most recent. It overwrites the value in your Action Result / Textbox each time with the next value in sequence, and when it gets to the last one you're left with the most recent record.

- Justin

Thanks for the clarification.  

It doesn't sound like a very efficient process so I guess I'll take a look at it again to see if I can have it identify the most recent record faster.  Unfortunately, I don't have a lot of records to test this out with so I can't confirm whether or not the current process is going to cause the screen load times to significantly increase.

Thanks again,

Hanley

Hanley,

You should be able to sort your loop by RecordID - Descending. In conjunction with looping only for records that have ActivityType = DesiredActivity, this should return the most recent DesiredActivity before anything else. You could then insert the value to your Textbox and use a Stop Processing More Actions action to prevent the loop from continuing.

Hope this helps.

- Justin

Got it,

Added the Stop Processing More Actions and switched over to sort by Descending; everything is still working and it should ensure future performance with increased records.  

Thank you!

-H