How to Enable and Use "Last Interaction" Field in SugarCRM Enterprise 14.0.0?

Question

Hi everyone, 
 We're using SugarCRM Enterprise 14.0.0 with the Sugar Automate license. 
 I&rsquo;m trying to enable a "Last Interaction" field in the Accounts module to track the most recent client interaction via Calls or Meetings as mentioned in support.sugarcrm.com/.../ . However, I don't see this field in Studio or in the default layouts. 
 Could someone clarify:

Is this field available by default in 14.0.0?

If not, do we need to create a custom field ?

Has anyone implemented a similar solution to automatically update interaction dates?

Any suggestions or examples would be greatly appreciated.

Sanchia Aloysius · Accepted Answer

Looks like this is default when you upgrade to 25.1. So maybe easiest to await the upgrade than build something just before the upgrade? 
 sugarclub.sugarcrm.com/.../april-2025 
 support.sugarcrm.com/.../

Sanchia Aloysius · Answer

Hi Sanchia Aloysius , 
 As Luke Ridgway mentions, the native Last Interaction field isn't available until version 25.1. There are at least a few reasons that may not be a viable option including: 
 
 Upgrading to 25.1 is not on your near-term roadmap 
 The native field only tracks calls and meetings related directly to the account and you want to track interactions that also occur on related records such as opportunities, quotes, and cases. 
 
 If you need to implement a solution in Sugar 14, you can do that with a SugarBPM definition on the Calls and Meetings modules. You will need to create custom date fields on any module where you desire to capture last interaction dates. The typical way we've implemented SugarBPM for clients is to trigger the process when a call/meeting is marked as held. The process updates a 'last interaction' field on the record directly related to the call/meeting and, where applicable, the parent account as well. 
 Before performing the update, you may want to consider using a process business rule or a set of Sugar Logic fields to compare the date of the call/meeting that just got marked 'Held' versus the current stored last interaction date. If you don't, you run the risk of bad data quality since someone could mark calls/meetings 'Held' out of order and whichever one was marked 'Held' last would be set as the last interaction date. 
 Chris