Wednesday, April 10, 2019

Show the most recent contact created from a customer record

To display the contact which was most recently created on a Customer Record, a Saved Search can be created as shown below:

1. Navigate to Lists > Search > Saved Searches > New

2. Select Customer from the list.

3. On the Results tab, enter the following:

Name | Group
Formula(Text) | Maximum | max(to_char(substr({contact.datecreated},1,4000)))keep(dense_rank last order by {contact.datecreated})
- This is for the Contact's Date Created field.

Formula(Text) | Maximum | max(to_char(substr({contact.entityid},1,4000)))keep(dense_rank last order by {contact.datecreated})
- This is for the Contact's Name field.

Note: You may add a Custom Summary Label for the Formula(Text) field to better describe the field.

4. Click Save and Run

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