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Status Already exists
Categories CRM App
Created by Guest
Created on Aug 5, 2020

Show last activity on engagement report

On the Engagement section on the Account Manager dashboard, the last active engagement is set to 30 days prior. I would be useful if it showed the actual date of the last engagement.

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  • Admin
    Andrew Ardron
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    Nov 1, 2023

    On that tile it shows the date of the last engagement, but uses a relative date by default. So it says "30 days ago" or "two months ago" or "a year ago" etc. If you hover your mouse over any relative date you'll be shown the actual date.

    If you drill into the full list (via the "see more" link top right of the dashboard tile) then you get a bit more detail including the last engagement date. Here again you can hover over the relative date to see an actual date. But, as it's a full report you can go to the settings of that field and change it to show as specific dates.
    You can also customise this report to include other dates and other fields.

    If however, you want this field and all other dates in the system to always show a specific date then you can set that as part of your user settings:

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