Creating a "time stamp" card of each call logged 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!!

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0 Francesca Shiekh over 5 years ago

You could add a counter on the record
See if this helps:
http://support.sugarcrm.com/Knowledge_Base/Studio_and_Module_Builder/Sugar_Logic/Capturing_Records_Activities_Counts_Usi…
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0 Kayla Ebert over 5 years ago in reply to Francesca Shiekh

Oddly enough, I build the counter field but now I'm being asked to build more of a timestamp field that would be updated each time a call is made.

Example: a call is logged on 9/25/2018 at 9:25 AM.
The log field is updated with "9/25/2018 9:25 AM".
Another call is logged next week, on "10/5/2018 3:38 PM" and the log is "stamped" again.
The call log field now shows two calls, "9/25/2018 9:25 AM", "10/5/2018 3:38 PM".
Every time a call is logged, the field would have that new time call added.
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0 Bud Hartley over 5 years ago in reply to Kayla Ebert

Hi Kayla,
I'm a little late reading through the old postings...
We don't have any special coding in our system. I have done this with a new field with a calculated value that I called: "Last Call with Contact" (I have another in the Accounts Module just like it).
The "calculation" is: maxRelatedDate($calls,"date_entered")

Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
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0 Bud Hartley over 5 years ago in reply to Kayla Ebert

Hi Kayla,
I'm a little late reading through the old postings...
We don't have any special coding in our system. I have done this with a new field with a calculated value that I called: "Last Call with Contact" (I have another in the Accounts Module just like it).
The "calculation" is: maxRelatedDate($calls,"date_entered")

Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
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