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JThomas40
メンバー

Filtering down "Last Contacted"

解決

The Last Contacted property is defined as the last date and time a chat conversation, call, sales email, or meeting was logged for the contact. Is there a way to filter that down to have separate properties that would track dates for the last time a contact was called vs the last time they emailed?

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JSC
解決策
トップ投稿者 | Diamond Partner
トップ投稿者 | Diamond Partner

Filtering down "Last Contacted"

解決

Hello @JThomas40 

 

There is no way to "filter" the Last Contacted property.
But what we can imagine is to create several properties : "last email", "last meeting", etc. and then use some custom code in a workflow (Hub Operations pro required) or an external middleware (such as Make or Zapier) to fill these dates.
I've done that for a client : each time a call is finished and the result is X or Y, then fill the property "last connected contact" with today's date.

 

Hope that helps !

Best,

Jean-Sébastien Catier

Fondateur

Expert CRM | Partenaire Diamond

Prendre rendez-vous

09 71 07 08 00
js@officers.fr
www.officers.fr
Paris, France
linkedin

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2件の返信
JSC
解決策
トップ投稿者 | Diamond Partner
トップ投稿者 | Diamond Partner

Filtering down "Last Contacted"

解決

Hello @JThomas40 

 

There is no way to "filter" the Last Contacted property.
But what we can imagine is to create several properties : "last email", "last meeting", etc. and then use some custom code in a workflow (Hub Operations pro required) or an external middleware (such as Make or Zapier) to fill these dates.
I've done that for a client : each time a call is finished and the result is X or Y, then fill the property "last connected contact" with today's date.

 

Hope that helps !

Best,

Jean-Sébastien Catier

Fondateur

Expert CRM | Partenaire Diamond

Prendre rendez-vous

09 71 07 08 00
js@officers.fr
www.officers.fr
Paris, France
linkedin
TitiCuisset
コミュニティーマネージャー
コミュニティーマネージャー

Filtering down "Last Contacted"

解決

Hi @JThomas40 

 

Thank you for reaching out.

 

I don't see a solution that would be automatic but want to tag some of our experts here in case they can think of a workaround - @JSC @Josh @MandyDROS do you have any thoughts for @JThomas40 on this? 

 

Thank you!

Best

Tiphaine


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