How do I store a *Last Phone Call (sourced from Ph...
# general
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How do I store a *Last Phone Call (sourced from Phone Call record) d*ate field on a Customer record? I have done the following: 1. Created a Summary Saved Search to return the Last Phone Call date value (Available Filters: Internal ID). 2. Created a custom field on the Customer record to show the Saved Search results with Store Value Unchecked The field is accurately sourcing on the Customer record, however, I would like to STORE the value on the customer record. If I check store value on the existing field, it shows a null value.
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@David Torres Leave the custom field as non-stored value, then create another field that is stored value, then a workflow with Set Field Value to set the field value of the stored value field from the Non stored value field.