by enable.services

Last Activity Dates allows users to see when the Target, Lead, Contact, or Account was last communicated with. It can also drill down to each activity type and quickly create a list of customers or prospects that haven't had contact within a set timeframe, making it perfect for account management, sales, customer service, and other customer-facing departments.

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Know the last communication time and method used for your SugarCRM records

Last Activity Dates is a Sugar add-on that empowers users with the functionality to see when a CRM target, lead, contact, or account was last communicated with, plus the ability to drill down to each activity type.

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Last Activity Dates Service Features and Benefits:

  • Quickly see when an email was last sent to or received from the Target, Lead, Contact, or Account
  • Instantly see when a call was last held with the Target, Lead, Contact, or Account
  • Promptly see when a meeting was last held with the Target, Lead, Contact, or Account
  • Immediately see when the last contact was made with the Target, Lead, Contact, or Account
  • Easily create a list of customers or prospects that haven't had contact within a set timeframe
  • Make viewing and reporting easier for the Sugar user without the need for complex formulas

How it Works

The fields will automatically populate when the record is saved or a related activity record is updated/linked, with the newest date of the corresponding record type (Call, Meeting, and Task). The Last Activity field will calculate based on the latest of these fields to display the most recent activity of any type, including dynamically linked emails which display in a Target/Lead/Contact/Account subpanel based on the record's email address rather than a direct relationship link.

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Use the Last activity fields within reports on Contact, Accounts, Leads, Targets


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Report on the fields in the same way as any other datetime field


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Changes in this Release (v2.0.8):

  • Now utilises the new enable Packages license validator

Last Activity Dates opens up so many usage possibilities for your Sugar users. Try it today.

Watch our latest video on Last Activity Dates here

Who are we?

  • At enable.services, we've helped over 100 business achieve their goals and grow sales.
  • We pride ourselves in high-quality customer service and human-driven values.
  • Our team has created add-ons and integrations for SugarCRM, explore our CRM packages here.

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Rating
Rating
  • "My earlier review said: "Basically works with a minimal impact to system performance." that rating and my text was based on the issues we experienced..." - Bud Hartley

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