On the Target Account view, there are 2 columns (last touch and last engagement). These 2 ‘properties’ are not available in reporting, lists nor workflows. They are great indicators to see when there was last engagement with the account, initiated by the contacts from a target account (in contrast to indicators such as last activity date and last contacted).
Is there a way in addition to the last engagement to run a similar report on next task? We’re looking to design something akin to a last touch/next touch centralized report. Thanks.
+1.
The last touch is not visible on reports. The closest we have is the “last contacted date” property which is indicating only the date, not really the last touch (email, meeting, call)
The last engagement date neither. The closest we have is "last engagement date.
