In the Accounts module I want to add a Date of last meeting field and have it auto populate. Is there a way to have it locate the last meeting held and put the date of that meeting in the field? Thanks so much
You can achieve this functionality by creating a few calculated fields via Studio.
This formula checks to see if the status is held, and if so, inherits the start date of the meeting.
This formula reviews all related meetings to the account to return the highest date value in the previously created custom field.
Once both fields are created, any meetings saved will populate the custom field if their status is held. Similarly, any accounts saved will populate the highest related date from the custom field.
Any pre-existing records will be empty. To remedy that issue, you will need to perform 1 of the following operations on the existing leads:
I hope this helps!
Chris...thanks so very much for your help!!!!!!!
Retrieving data ...