how we can search for the latest record? for example lates message to a customer? just the last one
p
PNJ
02/06/2020, 5:32 PM
Well, it depends on what you mean by “Latest” - that will vary by record type (do you mean transaction creation date/time, transactionid, posting date, something else?).
PNJ
02/06/2020, 5:32 PM
Anyway, just work out which field you want to use and use a saved search ordered descending and pick the first record
a
Ali
02/06/2020, 5:41 PM
creation date time
Ali
02/06/2020, 5:42 PM
Is that possible to create a search for customer messages and calls that will show only the latest(creation date) one? so if the latest communication is a call it will show that call and if it's a message it will show that message.