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.
#4719 - Dates are not populating after three days - Editing and saving records does not populate the dates
Maybe you can provide some direction?
I created reports for the Accounts and Contacts modules that filters records that do not have data in the Last Activity Field.
The report shows the Last Activity, the Last Email, and Last Call. All three fields are empty.
The report also has the two fields that I created a few years ago: "Last Call with ____", and "Last Email with _____". There are thousands of Accounts and Contacts that have data in those fields and many of the dates are in 2022 - Some as recent as early this week.
I have about 26 days left in the trial to get those fields from the Add-On populated so I can make the switch.
How do I make this happen?
I realize this week and next week are holiday weeks, but I hope someone looks at this and assists me in getting it to work. Thanks.
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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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Bud Hartley
a year ago
Here are two screenshots of the reports (I didn't include the Account or Contact names or a code we use internally.![Screenshot 2022-12-22 at 8.14.16 AM.png]
a year ago
Product has been fully redesigned from the ground up and is now not subject to this issue.
a year ago
I've installed release 2.0 and the system is in the process of populating the Last Email fields and the Last Call fields of Contact records. The process is slow because of the triggering of Processes and I'll be patient while it does updates. this is encouraging!
Thus far, no Account records have been updated - I'll try to be patient and see if this happens after the Contact record updates.
a year ago
The population of records took about 22 hours and I've been monitoring it today. There is an issue with not all records being updated, and not all new Email and Calls are updating the contact and account records. I'm still investigating and I've sent spreadsheets with details to Zac and Joe. I'm hoping this gets sorted out soon.