Filter Leads by "Last Contact Date"

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Greg Larson

• April 06, 2022 02:46
• Edited

Hi all,

I've created a calculation field for "Last Contact Date" and I'm trying to figure out how to filter my leads with it. 

For example, in my Seller Leads app I made a Cold Call view.  I want the Cold Call view to only include leads where "Last Contact Date" = last calendar week.  Or "Last Contact Date" = 4 days ago (not sure if 4 days ago is possible or not).

Any ideas on how to accomplish this? 

Could I possibly use the Calc field to update the Date field shown above?

I appreciate your advice!

 

 

 

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  Rainer Grabowski

  • April 06, 2022 18:53

  Hi Greg, 
  a) "Last 4 days" isn't possible as a filter for a view because it's not a filter option ("Last 7 days", "Last calendar week"). 
  b) You don't need the date field
  c) In the calculation field: @max of date and time of contact (create a new calulation field cause yours ist set to "text", but you need type "date").
  d) Use the calculation field in the filter for the yiew

  Rainer

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  Greg Larson

  • April 06, 2022 22:57

  Hi Rainer Grabowski, can you elaborate on "yours ist set to "text", but you need type "date""?

   

  Thanks in advance, I'm very new to Podio!

   

   

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