how would i get the most recent phone call for a customer record in a saved search?
c
Collin Hannah
04/15/2020, 2:59 PM
You would need to do a "customer" saved search and select the appropriate area. Maybe "phone call..." fields? Post a screen shot of the area of the communications record and maybe I can help you find it.
Collin Hannah
04/15/2020, 2:59 PM
When I was compiling a list of emails sent against a purchase order, it was "message fields..."