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 ...
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 sho...
