Tracking the very last call result of a contact

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

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. 

You should be able to do this with an Advanced Workflow.  You said you already did something similar for another field?

http://support.sugarcrm.com/Documentation/Sugar_Versions/8.1/Ent/Administration_Guide/Advanced_Workflow/index.html 

Hi Justin,

I created an advanced workflow where the Target module = calls.

The start event applies to new records only. 

I selected Action Type- Change Field. I changed the target module from Calls to Contacts.

Then I selected the newly created "Test Most Recent Call Result" text field that I created but my custom Call Result field was not available to select. It seems like it should be available. I'm going to reach out to Support and see if anything can be done to make it a useable field in Advanced Work Flow. Fingers crossed!!!!

Hi Justin,

I created an advanced workflow where the Target module = calls.

The start event applies to new records only. 

I selected Action Type- Change Field. I changed the target module from Calls to Contacts.

Then I selected the newly created "Test Most Recent Call Result" text field that I created but my custom Call Result field was not available to select. It seems like it should be available. I'm going to reach out to Support and see if anything can be done to make it a useable field in Advanced Work Flow. Fingers crossed!!!!

You may not be able to read the value from a Dropdown to place into the other field.  You can use a Gateway to read the value from the Call Dropdown.

Use the gateway to read the value of the Call Result and move to the correct Action to update the Parent Contact with the correct value.

Kayla Ebert The solution provided by Justin Kuehlthau is the best solution with out having to get your Sugar partner to create a Logic Hook. You could even incorporate it into your current workflow where you saved the last call timestamp.

I ended up with something very similar! Instead of a gateway (I'm still new, the gateway would have been easier!), I had 4 starting events and a different action for each (TT, LM, Scheduled Call, Ops Note). Only issue, it won't update unless the user changed "Related to Company" to "Related to Contact"....and no one is going to want to spend extra time doing that. 

We're not on prem, so I was stuck paying a partner do implement this change for me. I just got approval for the change to be made! I had forgotten this need and ran across your article mentioning this case. I realized I was reading about myself and laughed out loud. I can't wait to get this implemented, it's going to be a huge help to our team

If you need nay more help, let me know. I work for a partner as well, and while I enjoy writing code, I prefer to use the built-in capabilities of SugarCRM as much as I can so end-user Administrators can use configurations to solve their problems.

I am glad you found a solution.