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Contact Overdue in CRM

  • August 26, 2022
  • 4 replies
  • 38 views
M

Hi all,

I’m building a CRM and have a field for ‘Contact Frequency’ set as ‘Single select’ with 7, 14, 30, 90 as options.

I have a roll up field with ‘Most Recent Interaction’ which pulls from an ‘Interactions’ table.

I would like to create a field to automatically mark as ‘Overdue’ anyone who’s ‘Contact Frequency’ has been exceeded.

Some searching uncovered a formula which I have tried to adapt no doubt with a glaring error!

I suspect that my ‘Contact Frequency’ options are perhaps not in the correct format or need a separate field to convert them into the correct format before a formula can use them?

IF({Contact Frequency}=””,””,IF(DATETIME_DIFF(TODAY(),{Most Recent Interaction},’days’)>{Contact Frequency},“Overdue”))

Any help would be greatly appreciated!

Best answer by Zack_S

Hi @MishQ,

The formula seemed to work for me. Using a single select field shouldn’t be a problem.

IF({Contact Frequency}="","",IF(DATETIME_DIFF(TODAY(),{Most Recent Interaction}, 'days')>{Contact Frequency},"Overdue"))

If you copy and paste that directly and it doesn’t work, you could try creating a copy of your base, removing the sensitive data and creating a share link.

Maybe someone else has an idea of the issue top of mind.

4 replies

Zack_S
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  • Zack_S
  • Inspiring
  • Answer
  • August 26, 2022

Hi @MishQ,

The formula seemed to work for me. Using a single select field shouldn’t be a problem.

IF({Contact Frequency}="","",IF(DATETIME_DIFF(TODAY(),{Most Recent Interaction}, 'days')>{Contact Frequency},"Overdue"))

If you copy and paste that directly and it doesn’t work, you could try creating a copy of your base, removing the sensitive data and creating a share link.

Maybe someone else has an idea of the issue top of mind.

M
  • MishQ
  • Author
  • New Participant
  • August 26, 2022

Hi @MishQ,

The formula seemed to work for me. Using a single select field shouldn’t be a problem.

IF({Contact Frequency}="","",IF(DATETIME_DIFF(TODAY(),{Most Recent Interaction}, 'days')>{Contact Frequency},"Overdue"))

If you copy and paste that directly and it doesn’t work, you could try creating a copy of your base, removing the sensitive data and creating a share link.

Maybe someone else has an idea of the issue top of mind.


@Zack_S, it works!

Looks like I was missing a space before ‘days’ in mine?

Thank you, very much appreciated!

Zack_S
Zack_S
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  • Zack_S
  • Inspiring
  • August 26, 2022

@Zack_S, it works!

Looks like I was missing a space before ‘days’ in mine?

Thank you, very much appreciated!


The space shouldn’t be an issue.

The style of quotes in your formula looks off. I’m wondering if that is the issue. Just a guess though.

Glad it worked!

A
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  • AliviaF
  • New Participant
  • October 15, 2024

Imagine your CRM as a digital filing cabinet. You've got lots of important documents (or in this case, contacts) stored there. But sometimes, things get a bit messy and files can get lost or misplaced. That's where "overdue contacts" come in.

Think of overdue contacts as the overdue library books. They're supposed to be returned by a certain date, but for some reason, they haven't been. In your CRM, it means there's something you need to do or follow up on with these contacts. Maybe it's a meeting, a call, or just a friendly reminder.

Overdue contacts are like a little alarm bell going off in your CRM. It's a way for the system to say, "Hey, don't forget about these guys!" So, when you see an overdue contact, it's a good time to take a closer look and make sure everything's on track.

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