I’ve been searching throughout the forums but couldn’t find the answer to this question.
I currently have an “Interactions” table where I capture the date of the interaction and link it to a contact record in the “Contacts” table. I also have a field in the Interactions table where I select the type of interaction e.g. Meeting, Phone Call, Email, Task.
What I would like to do in the “Contacts” table is create a view to capture servicing items. One of those is to capture the last date I held a meeting with a specific contact. Is there a way I could create a field in the “Contacts” table to automatically pull the last date I had a meeting with that contact from the interactions table?
I can easily pull the last interaction date with the contact using a rollup field with the formula Max(Values) but I would like to specify interactions that are of the Meeting type only so it doesn’t pull the other types such as Phone Calls, Emails etc.