by enable.services

Last Activity Dates allows users to see when the Target, Lead, Contact, or Account was last communicated with. It can also drill down to each activity type and quickly create a list of customers or prospects that haven't had contact within a set timeframe, making it perfect for account management, sales, customer service, and other customer-facing departments.

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#4716 - Populate Missing Dates not happening

Closed Bug? created by Bud Hartley Verified Purchase 2 years ago
I successfully installed the Add-On yesterday, and I placed the four Activity Fields in the Record Layout where they are not likely to be seen by many users. After opening a few Account and Contact Records I noticed that many had no data in the four fields. I selected the "Populate Missing Dates" option in the Admin section, hoping it wouldn't impact performance too much. It doesn't . Maybe because the fields aren't being populated until a call or email is recorded. Currently, there are only 111 Accounts and 135 Contacts with any data in the fields. I'm looking for information on how I can get the fields populated on all records so the Reports we desire will be accurate. How are the updates triggered if not with the "Populate Missing Dates"?
  1. BudHartley member avatar

    Bud Hartley Verified Purchase

    2 years ago

  2. BudHartley member avatar

    Bud Hartley Verified Purchase

    2 years ago

  3. BudHartley member avatar

    Bud Hartley Verified Purchase

    2 years ago

  4. BudHartley member avatar

    Bud Hartley Verified Purchase

    2 years ago

  5. BudHartley member avatar

    Bud Hartley Verified Purchase

    2 years ago

  6. BudHartley member avatar

    Bud Hartley Verified Purchase

    2 years ago

  7. BudHartley member avatar

    Bud Hartley Verified Purchase

    2 years ago

  8. BudHartley member avatar

    Bud Hartley Verified Purchase

    2 years ago

  9. BudHartley member avatar

    Bud Hartley Verified Purchase

    2 years ago

  10. enableit-primary-contact member avatar

    enable.services Verified Purchase

    2 years ago

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  • "My earlier review said: "Basically works with a minimal impact to system performance." that rating and my text was based on the issues we experienced..." - Bud Hartley

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