Q: After checking off a task or activity for a contact, lets say a follow up call, does Realvolve recognize this as a recent call or contact? Or do I still need to go into the contact and input the actual last contact date?
A: (2-21-16) For now you have to enter the last call date in the last call date field. Here's the fix: add this simple setting to your "check-in" activity:
By adding these merge fields in the checklist box you can enter the call date right in the dashboard - like this:
Now RV knows the last time you called.
All I see on this page is broken images. can someone send me the images referenced above please?
Can the LastCallDate field be referenced via a Transaction Checklist?
When I try to use [[Transaction:Buyer#LastCallDate]] in a checklist and go to save the Activity, I get this response: "Checklist items title merge-field specified is incorrect. Should belong from Transaction listed fields."
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