Custom fields to prioritize follow-up with Contacts
I need assistance implementing the Last Activity Time or Last Modified Time into custom forms. Everything I've tried is not working.
I have ZohoCRM set up to sort my contacts based on Aged Importance. If I don't need to contact the client, they don't show up on my list. If I need to contact them, those who are more Important show up at the top of the list. Less important clients move up the list the longer I delay contacting them.
In order for this to work, I need to be able to compare the current time with the Last Activity Time. Days Since Last Contact is a custom formula using the code below. The code does not show an issue with syntax, but it does not get updated with new records. How do I calculate this?
Datecomp(Now(),${Contacts.Last Activity Time})/60/24
The procedure is a little complicated, so here is some additional detail if you need it.
- Each Contact has a custom Importance field (0 is unimportant and 9 is highly important)
- Each Contact has a custom Contact Frequency field... How often (in days) the person should be contacted (30, 60 90, etc.)
- Each Contact has a custom Aged Importance field.
- Aged Importance is 0 if I don't need to contact them. For example...it has been less than 60 days since I've contacted them and their Contact Frequency=60
- Aged Importance is equal to Importance if I need to contact them. For example... it has been 75 days since I've contacted them and their Contact Frequency=60.
- A contact is past due if it has been 30 days since I should have contacted them. If Contact Frequency is 60 days, then this contact would be past due at 90 days.
- Aged Importance increases by 2 if the contact is 30 days past due.
- Aged Importance increases by 4 if the contact is 60 days past due.
- Aged Importance increases by 6 if the contact is 90 days past due.
On a side note: why won’t formula fields update with existing records yet?!
Any help is appreciated. I need this functionality and am nearly ready to switch to a different CRM if I can’t get this to work.
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