03-02-2011 08:35 AM
Sometime I look at my opportunity, I want to know when was the latest activity (email - call attempt- reach), and be able to sort them by date.
03-02-2011 09:10 AM
The last reach date is a field that is captured at the contact leve. So, you could sort contacts that have yoru opportunities by doing a lookup of your opportunities and then sorting the contact view.
However, if you want to make a report that sorts Opportunity by the last "Touch" date, this would be done in an external reporting program like Crystal Reports.
03-02-2011 11:02 AM
I eneded up doing this
1. CLick opportunity
2. Click Create Lookup for Opportunity.
3. Then I have the Last Attempt and last reach. I can sort.