Looking to create several new fields, likely in a new table, including “most recent engagement date” which pulls the most recent date from multiple date fields in different tables (e.g. events, tasks & communications), and “most recent engagement content” which pulls the corresponding text field from the record that was pulled for the “most recent engagement date”. We are trying to create a report that includes these new fields, and I think we will need to create a new table to do this. Looking for an expert in reporting across tables or advice for where to find a consultant who can build this!
