Filter Leads by "Last Contact Date"
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!
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
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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