Whenever an Activity status changed to completed, then that date will be filled in Last Activity Date field of the Activity’s related entities, So that the last Activity completed on will be known easily for that entity.
This solution works for Account, Contact and Lead
Installation Process:
- Download the Last activity Date solution from here. To install the Last Activity Date Time the following steps has to be followed
- Open your CRM click on Settings –> Solution –> import as shown below
- In Import Solution Window you can browse and Select Solution Package zip file and then click on Next for further processing.
- Click on import to proceed until it finishes.
- Click on import to proceed.Click on Close and refresh the CRM.
- The imported solution will be displayed in All solution windows as shown below.
Setting the configuration:
- Navigate to Settings –> solution. Double click the solution to open
- Navigate to Configuration, page opens as shown below.
- Choose the entities with the help of Check boxes, where you want to create the field.
- Enter the Logical Name of the field which you want to create in Last Activity ex: new_sample
Note: The logical name must and should be in a correct format like <prefix>_<name in lower case>, and it should not be exist in the entity earlier.
- To include Custom Activity simply check the check box of Include Custom Activity
- Until and unless you entered logical name and choose the check boxes, The Submit button will be in disabled state, after filling all those required fields button will be enabled
- Click on Submit button to create field in chosen entities, wait until the table below the Submit Button filled by entered values
- The fields created are displayed in the below table as shown. After creating the fields click on refresh button.
Placing the Field on Form:
- Navigate to Settings –> Customizations –> Customize the system, and then you find the following screen.
- Click on entities and under entities click on Accounts then the following screen appears
- Under Accounts click on Forms->Account to open it.
- On the right hand pane Filter the custom fields and select on the Last activity date.
- Double click on the field, and it automatically moves on to the form like shown in screen,Save the form and Publish it.
- Navigate to workplace->Activities->Phone call (i.e new activity).
- Click on the new activity and fill in all the required fields and then click on save.
- After successful creation of activity the status will be in Open state
- Click on MARK COMPLETE, plugin will trigger in background and status will converted to Completed and as well as the field in related entities are updated to present date.
- You can see the results in the Last Activity Date field which is marked in red color.
