Roll up Person Last Activity Date to Organizations

Jay Graves
Jay Graves Member Posts: 14
5 Likes 5 Up Votes First Comment Photogenic

I am trying to set up a view of Organizations that have had no activity in over a year so we can reassign them to new salespeople. However, I am noticing that activity at the Person level does not roll up to "Last Activity Date" in the Organization.

Does anyone have a method for handling something like this?


  • Lucas MAGNE
    Lucas MAGNE Member Posts: 163
    First Anniversary Elite + Premier Solution Provider First Comment 5 Likes

    Hey Jay,

    Your activities are linked to the contact but also to the organization ?

    Because on the last activity date it's the same than the contact side.