Hi everyone,
I'm hoping someone here may have some inspiration to help us build a query.
We're trying to run queries like "Show me any ACCOUNT that has not gotten a phone call in X days." (We want this field to update for any 'phone call' activity to any contact who belongs to the account.)
Some context:
- We have accounts where there are between 2 and 20 different contacts at a given organization/account.
- Our staff will press the 'add phone call' button on contact record (for a contact that 'belongs' to the account.) These calls are logged on the contact record, and are visible in the timeline on the account record.
Our goal:
- To accomplish this, we're working to build a custom data field on the Account, which will be called "Most recent phone call." This data field SHOULD update to the date of the most recent phone call activity done to any contact that is associated with the account. (incoming or outgoing, doesn't matter)
- This will open up all kinds of dashboards and views to help our team drive their activities, and make sure accounts are being contacted regularly.
Can someone help with the logic, to help us build this data field that updates as described above? Thank you!
