Tracking the very last call result of a contact

Forgive me if I'm posting in the wrong spot!

We have an added custom fields for calls that allow a user to select "TT" for Talk To, "LM" for "Left Message",  "Scheduled Call" and "Ops Note". It helps give us a better idea of which clients are picking up the phone vs not. 

My sales director wants me to provide her a report of all of our current clients and their last call result. (not the last call, but the result. LM, TT, Ops Not, etc) This has proven difficult.

In theory, I think I need to create another field and perhaps a workflow that would occur when the record is saved and update the new field with the newest call result. (I already created a workflow that documents that last phone call date/time stamp but now I need a separate field that shows the last call result)


Does anyone have an idea on how I can accomplish this?

Thank you so much!

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  • Hi Kayla Ebert 

    It can be easily accomplished through Process Author on ENT or Workflow Definition on PRO.

    Basically you need to create a text field "Last Call Result" on Clients and populate it with the respective field from latest held Call.

    Kind regards

    André Lopes
    Lampada Global
    Skype: andre.lampada
  • Hi Andrew. We have SugarCRM Enterprise, Version 8. I know how to create a text field, but I'm lost when it comes to how to populate it with the respective field from last call. 

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  • Hi Andrew. We have SugarCRM Enterprise, Version 8. I know how to create a text field, but I'm lost when it comes to how to populate it with the respective field from last call. 

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