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Date of Last Meeting workflow

Question asked by john mckenzie on Jun 2, 2020

Has anyone set up a related field to capture the date of a last meeting for a contact?

 

I've followed the guidance in the Help Articles - https://support.sugarcrm.com/Knowledge_Base/Workflows/Capturing_a_Records_Last_Activity_Date_Using_Workflows/ 

 

This gives the date of the last meeting as the date the meeting status changes from Scheduled to Held, NOT the start or end date of the actual meeting. So the meeting record shows the meeting as 02/12/19 but as the user only updated the status today, the date of the last meeting on the related contacts record shows 02/06/20.

 

Is it the case that this workflow only works if the user updates the status on the actual day the meeting took place. How does this work for past meetings that the user is updating?

 

Any help appreciated

 

Kind regards john

 

Sugar CRM v10.0.0 pro

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