Help extracting Latest Interaction in a CRM base

[G_E_C]

I am using the CRM template as a base for a more robust CRM solution. I’m trying to create a field for the most recent conversation note from the most recent interaction.

There is a field in the main “CONTACTS” table titled “Interactions” that links to an “INTERACTIONS” table which includes “Date” “Conversation Notes”, and “Contact”. So the Interactions Field in the Contacts table lists dates for each of the calls/interactions with the corresponding contact. I also have a field with the date of the latest interaction. But I’m trying to pull the Conversation Notes from the most recent interaction into a field for each contact in the CONTACTS table.

I’m fairly new to Airtable and at my wit’s end. Any and all help is appreciated.

[Dalton]

Hi, Dalton from Airtable here. :wave:

Have you thought about using a Lookup field in order to pull the Conversation notes field into your records in the Contact table?

Airtable just set up parameters recently which would allow you to pull conversation notes that had happened only within the last week, or any time table you wanted. (see screenshot below)

I hope this helps give you what you’re looking for!

[G_E_C]

Thanks for the suggestion. The problem with this for me is that a) if there aren’t any recent notes, the record would be blank and b) if there are more than one conversation in that time period, multiple comments will be shown. I’m trying to just show the notes from the most recent conversation, whether it was yesterday or two months prior.

[Justin_Barrett]

Something similar came up in a thread not long ago. Here’s the link to that discussion. Perhaps it will help.

Looking up the latest value from a different table Formulas

Welcome to the community, @Luis_Novo! :smiley: What you want is definitely doable, and you’re about halfway there. It just takes a little more back-and-forth between the tables. Right now, you’ve got a rollup in your [Customers] table that pulls in the ID of the most recent review. Now go back to [Health Score Reviews] and add a lookup field that pulls that value back across using the customer link. That will take that most-recent ID for each customer and put it into every record for that custo…