HI Brainstrust.. quick one. Creating a custom field for 'next event'.. needs to look up customer record and grab the date of the very next event created on the account please?

sounds like you need a search to bring back the events ordered by the date field and then use the ID of that latest event.

Do you want the value stored so it can be used in other searches or reports? Or do you just want to view it from the customer record?

Its technically a stored value on the event record but not sure if needing it as a stored value on the customer record really ? When my users look on the customer record I want them to easily see just the next date an event is booked (there may be several in the future booked)

You could do this using a custom field sourced by a summary search Create a saved search on the Customer record. In the criteria maybe use a criteria of event is Not Completed Then in your results add a column for your date of your event and set the summary type to Minimum Then add the Internal ID as a filter. When you run the report it should only show 1 value Then create a custom entities field Type = Date Store Value = False Sourcing tab select your saved search in the saved search field Your custom field will now display the next date If you want to store the value so it can be used in reports you would need to create a workflow to copy it into a different field that is stored