GI to show most recent activity related to customer accounts

Hi @mikeho  Do you have Audit History is enabled for the Customers screen?

If yes, you can extract the data from the Audit History table to fetch the activity information.

 @mikeho The activities may not stem from from the same source, so if you link Customer to CRActivity  (NoteID = RefNoteID) then you will only see the activities which were created off the customer record.

This shows that for me, only 2 of these activities were created off the customer record and so they would be the only ones to show up if I link CRActivity to Customer:

If the activities are from a different module then you’ll want to join to the specific module table, but if they come from multiple sources it could be a little more difficult though you can always fall back on what Naveen mentioned to use the Audit History.

@BenjaminCrisman or @Naveen Boga - yes, the activities could come from multiple modules, mainly either the Customers or Sales Orders modules. Knowing this, do you have any suggestions how to set up a GI that would produce:

• Customer account ID
• Default Salesperson assigned to the customer account
• The most recent activity related to this customer account performed by this salesperson in the Sales Orders module and Customers modules
• The date of these activities

Hi @mikeho  were you able to find a solution? Thank you!

Hi @Chris Hackett - I did not. Still trying to figure this out.

Hello ​@mikeho- did you ever figure this out? I am still working on the same issue to get the most recent activity on a GI. Thanks!