You need to sign in to do that
Don't have an account?
Brittany Adkison
Account Field that will show the date the last task was completed for that account?
How do I create a custom Account Field that will show the date the last task (call from soft phone logged as a task) was completed for that account? Could I also customize to show the call result in addition to the date completed?
I did something similar using a Trigger on task and populating a date field with the necessary data in the trigger.
There is standard field which does this - LastActivityDate
Use a formula field and in that use this field. LastActivityDate is not accessible in page layouts, hence this formula field.
Yes. That is exactly what I'm looking to do! How did you develope the trigger?
ey its not a trigger, it's just a field of Formula type.
So I don't know how to develope the formula, but I'm looking to pull the following from Account Task in custom fields:
1st custom field:
Task: Subject
2nd custom field:
Task: Call Result
But I need to filter the formula in both fields to include the text 'call' in the subject so it pulls only calls. Also want it to pull the last call - in which case it would need to filter through and pull the most recent task entry with 'call' in the subject.
I heard that this could only be accomplished if I hired a developer. Do you think I could write a formula to do so? In which case, I know how to make the custom field but no clue where to start in regards to the formula.