1. Edit the saved search.
2. To include Last Sales Activity as a formula field in the saved search, click the Results tab.
3. Within the Columns subtab, populate the values as follows:
- Field: Formula (Numeric)
- Summary Type: Sum
- Click Set Formula icon
- Select Last Sales Activity Fields…
- Select Last Sales Activity
- Create formula in Formula Field
- Use custrecord_lsa_entity_id.custrecord_lsa_date to get Last Sales Activity for customer/lead/prospect and contacts
- Use custrecord_lsa_opportunity_id.custrecord_lsa_date to get Last Sales Activity for opportunity
Formula (Numeric) value:
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