How to Trigger a Contact and Account Updates when Email is Archived

I posted a question a few days ago about updating "Last Call" and "Last Email" fields that use the "maxRelatedDate" in Contact and Account records.  Chris Raffle suggested it may have been a setting in the Config file, but as it works out, that wasn't the problem.

After many hours of investigation and testing, I have FINALLY sorted out the issue.

The "Last Call with Contact" field in the Contacts Module, and the "Last Call with Account" field in the Accounts Module are automatically updated because the creation of a Call Record triggers an update of the Contact and Account records (as Chris Raffle pointed out).

Unfortunately, the Archiving of an Email (with the BCC to the Email Archiving address) doesn't trigger a record update!  Therefore the "Last Email with ___" field doesn't  get updated :-(

I've been trying to create a process that would trigger a Contact or Account update when an Email is archived without success. I spent time this weekend doing mass no-op updates of Contact and Account records to update the Last Email field, but I'd like to find a way to automate the updates.

Any ideas or suggestions of things I should try?

  • Another Update - Enable.Services has found the reason the product isn't doing what it should.  I've uninstalled release 1.4.1 and I'm waiting for Release 1.5 with a possible fix.

    FYI: The issue seems to be that the Add-On doesn't capture Email activity when the Emails are logged using the BCC to Sugar from the Email client.

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

  • UPDATE on the Last Activity addon in Sugar Outfitters.  ALL IS WELL!

    I am VERY pleased to provide an update on the Last Activity add-on for Sugar.  The product has been updated (Release 2.0.3 is available).  The updated release is GREAT!  The four fields (Last Email, Last Call, Last Meeting, and Last Activity) are updated dynamically.  Now, when a new contact record is created, any previously archived Email is reflected in the Last Activity fields!  This was a very pleasant surprise.

    Reports can be created and the fields used in BPM to help manage sales and marketing activity.  The annual investment for the addon is well worth the function that's provided.

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