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Want to configure CRM to show me the last time I interacted with an organization

Topic Labels: Dates & Timezones Formulas
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ecodad75
4 - Data Explorer
4 - Data Explorer

My custom personal CRM is composed of 3 tables: People, Organizations, Interactions.  People belong to one or more organization.  Interactions are individual events that could include multiple people.  Organizations has a linked field to People.

What I want to do is show when the last time I interacted with each organization on the Organization table.  I figured out how to show the last time I interacted with a person using a Rollup with the Aggregation formula of MAX(values).  Now how do I go through and aggregate each persons last interaction to show the latest for the organization?

Thanks, Jon

1 Reply 1

Hm, this means that you have a rollup field in the "People" table of the latest interaction date right? 

Would adding a rollup field in the "Organizations" table of the field above with MAX(values) work?