VTiger has a very sophisticated record activity/history log. On the contact, lead or organization you can see associated comments, activities(calls, meetings, todos), tasks, emails and updates. Each history log is associated with the date, however that date can not be filtered by. Say, if you need to find all the leads which had no email or comment activity within the last 30 days – currently, VTiger does not allow you to filter by activity history dates. We created a workflow that updates record “Last Date Contacted” with the date the last email was/activity or comment added.
To take it step further, we also created fields to track individual activity type:
- Last Email Sent Date
- Last Email Opened Date (part of email tracking extension)
- Last Activity Date
- Last Comment Date
Those fields are automatically and are available in filters and reports.
That’s just one of the VTiger customizations we’ve done – please give us a call if you need such solution or anything else related to VTiger.