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.