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How Do I Create a Calculated Field Based on the Last X

Question asked by Heshy Eisner on Oct 9, 2017
Latest reply on Oct 10, 2017 by André Lopes

Hello,

 

I would like to be able to create a calculated field in the contacts module that shows the last time that a contact was contacted based on the last modified date of the most recent opportunity/meeting/call (one field or multiple). The basic calculated fields seem to be able to go based off of fields in a related module, but there is no indication of what the behavior is for one-many/many-many relationships. I could create a workflow/logic hook to update the appropriate field when it is linked to the contact, but then I would have to wait for my data to become relevant.

 

Is it possible to create a calculated field that will search through the records in a related module and then choose the most recent date from all those records?

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