Last Visited Date on Account-based on custom object-round 2

Question

Posted this before- and thought the idea of Master-detail would solve the problem. Came in this morning, and lots of angry phone calls with the aftermath. I had no idea chaging the lookup would effect my list views and processes, so it's back to a lookup for now and am looking for another solution. TIA!

I am looking to build a formula field on Accounts that brings over the most recent date from these related custom objects. The problem is, there are several "service reports."

Here's the related list on the account, but for ease I want to pull that highlighted information to the top of the page.

How can I make this formula so it pulls in the most recent date from all of the related records?

If it helps, the field is a Date field on the custom object and the relationship between the custom object and account is a regular lookup.

Megan Hooser · Answer

Thanks, looking through those options now! The date can get changed if there was an eorr so probably will use one of the tools (nevermind it's easier!)

Last Visited Date on Account-based on custom object-round 2

Data Management

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