Problem: How do you calculate the amount of "Calls" Task types for each Contact record?
Problem: How do you calculate the amount of "Calls" Task types for each Contact record?
Problem: How do you calculate the latest Activity Date of all children Tasks for each Contact record?
Problem: How do you calculate the latest Activity Date of all Tasks with the type "Call" for each Contact record?
Problem: How do you calculate the first activity date on a child Task record for each parent Contact record?
To increase sales productivity, I want to see the last task's subject on contact records as well as a hyperlink so it can be used in contact list views and reports.
Rollup Helper Use Case Library |