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setting data from the most recent related record in the parent record?

Question asked by slayden@msn.com on Sep 16, 2014
Latest reply on Sep 16, 2014 by Stephen Huston

I'm looking for the most efficient way to list the MOST RECENT activity of certain types in a CRM: meeting, calls, dials, connects, deals, closings, referrals, etc......

What is a good way to do this? If I do tons of portals, it runs slow and is very inelegant.....but I only want the last ONE of each TYPE....

Note that the related table has a field "activity type" in it.

 

Thanks in advance for any help

Scott

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