AnsweredAssumed Answered

Tracking the very last call result of a contact

Question asked by Kayla Ebert on Jul 19, 2018
Latest reply on Oct 18, 2018 by John Boyes

Forgive me if I'm posting in the wrong spot!


We have an added custom fields for calls that allow a user to select "TT" for Talk To, "LM" for "Left Message",  "Scheduled Call" and "Ops Note". It helps give us a better idea of which clients are picking up the phone vs not. 


My sales director wants me to provide her a report of all of our current clients and their last call result. (not the last call, but the result. LM, TT, Ops Not, etc) This has proven difficult.


In theory, I think I need to create another field and perhaps a workflow that would occur when the record is saved and update the new field with the newest call result. (I already created a workflow that documents that last phone call date/time stamp but now I need a separate field that shows the last call result)

Does anyone have an idea on how I can accomplish this?


Thank you so much!