Help Needed: Displaying Latest Note in Leads List View in Zoho CRM

Help Needed: Displaying Latest Note in Leads List View in Zoho CRM

I am reaching out to seek your expertise on a specific use case in Zoho CRM. My objective is to enhance the visibility of notes associated with leads by displaying the latest note directly within the main table (list view) of the Leads module.

Challenge: I want to automatically update a custom field in each lead record with the content of its most recent note, so that this information is readily visible in the Leads list view without needing to open each individual lead record.

Questions and Assistance Needed:

  1. How can I correctly retrieve and display the latest note for each lead in the Leads list view?
  2. Is there an existing Deluge script or workflow setup that can accomplish this task?
  3. Are there best practices or alternative approaches in Zoho CRM for achieving this kind of functionality?

I would greatly appreciate any advice, script examples, or guidance on how to effectively set this up. Any insights into common pitfalls to avoid or tips for efficient implementation would also be extremely helpful.

Thank you very much for your time and assistance!

Best regards,