Under Review
over 1 year ago

Time stamp log of every call made with a contact?

I was recently asked to pull a log to show how many calls a group of 160 clients had received in the past 4 months.

I ended up going to each record to get the call information.

I would love to have a "call time stamp card" for each contact. Every time a call is logged, that field is "stamped" and the newest call is added to the list of calls that already occurred. 

Has anyone else done this? I imagine it would involve creating a calculated custom field or a process definition, but I'm unsure of where to start.

Thank you!!