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How to see only the most recent activity?
Note: This shows you all activities made on the most recent date (so there may be a couple of records); there may further tweaks available, using custom formulas to narrow down the time. We want to see a report of leads with activities but only the next activity happening and date.
How to filter activity in a joined report?
While Paul Ginsberg’s solution below works in a tabular report, it does not work in a joined report, because you can’t filter the activity block based on a value in the contact object (e.g. activity date = contact last activity).
How is date of last activity used in CRM?
Now the sales team can use this field as a way to prioritize activities and can quickly sort if any leads or opportunities should be contacted. If applied at the contact or account level, this field could also be used to identify any customers who have gone silent (i.e. have not directly engaged in x amount of time).
How to find records with the most recent date?
If you want to return the records with the most recent or latest dates in a field, and you do not know the exact date values, or they don’t matter, you create a top values query. If you want to return all the records where the date matches, is prior to, or later than a specific date, you use a filter.
Is there a filter for the most recent activity?
Only problem with that is there is no way to add a column for Outcome and Outcome Reason (which makes sense, because the report is looking for applicants, not tasks or events) I wish the “activities with applicants” report had a filter for “created date” equals “most recent” within the other filter parameters. Or something of that nature.
How to show only the most recent purchase in SQL?
My understanding of SQL is very basic, and I tried the following (incorrect) query, in the hopes that it would return only one record per item (because of the DISTINCT operator) and that it would only return the most recent purchase (since I did ORDER BY [Invoice Date] DESC)