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Indicate if the last contact moment was an incoming or an outgoing

Posted on by 505

Hi all,

On Contact form, we have date fields to auto-update the last contacted date. That is,

Last Phone: Date field autopopulated based on last phone call activity

Last Email: Date field autopopulated based on last email activity

Last Fax: Date field autopopulated based on last fax activity

So far so good. 

Further what we need to indicate is whether this was an outgoing or an incoming activity. Lets call it direction of the activity. We do not want to introduce new fields along these ones, we are hoping that we can create some visual to indicate the direction on existing date fields.

Can you guys suggest some good ways to do this? One of the option we know is to create custom controls to show these dates, so that the date shows in green for incoming and blue for outgoing.

What do you guys advise?

Regards,

CRMYogi

  • Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Indicate if the last contact moment was an incoming or an outgoing

    Do you have the lookup to these phone or email or fax activities on the main entity?

    Are you just copying just the modifiedon/createdon field values of these activities OnCreate/Complete to the main entity record?

  • LuHao Profile Picture
    LuHao 40,872 on at
    RE: Indicate if the last contact moment was an incoming or an outgoing

    Hi partner,

    Without the creation of new fields, there is no OOB way to do this.

    So we have to use plugins or JavaScript.

    The way you mentioned is a feasible solution.

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