You need a relationship that matches to Notes by the ID field that uniquely identifies a record in people. Then whichever method you use for getting the maximum date will return the maximum date for the specified person. You haven't identified that "related table on aother screen" so I am unable to specify in detail how you would set that up.
From your people table, this relationship:
People::__pkPeopleID = Notes::_fkPeopleID
a calculation field defined in People:
Max ( Notes::cateCreateOccurd )
will return the date of the most recent notes record for the current People record.
Yes, i do have the relationship as you described.
However, I did NOT have the "Max" calculation field defined in People (i had one in Notes). So i went ahead and made it, in People -- i first made it just as you have it in your answer, but that was giving me a 3/4 date (which is wrong for the person i'm testing — a date of 3/4 was the last FILE NOTE, but 3/2 was the last CONVERSATION NOTE, so it should be 3/2, since i only want to see the the most recent Conversation note.)
That led me to doing a different calculation, trying to get the Max date for ONLY Conversations ... (see screenshot attached) ... but it's still giving me a 3/4 date instead of 3/2. Any idea what i'm doing wrong??
Because this evaluates from People, the reference to Notes::Type refers to the first related notes record and thus you either get a max value or nothing depending on whether the first related notes record is of type "C" or not. And the Max value will be a max of all notes for that person, not just the type "C" notes.
YOu'll need a cacluation field in Notes that returns a date only if the record is of type "C":
IF ( Type = "C" ; zdateCreateOccurd )
Then set up your calculation in People to take the max of this added calculation field.
PS. If you are using FileMaker 12, Execute SQL can also be used to selectively return a max value without needing a calculation field in the Notes table.
Thank you -- this now works perfectly!