Autofill Last Email Sent and Last Email Replied Field - Email

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Hello! I need to autopopulate the fields "last email sent" (date and time last email sent to client by my team) and "last email reply" (date and time of last incoming client email to existing thread) in my email records. Does anyone have experience doing this? I know the data exists in the actual emails (we are using Gmail).
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Chloe Ayres

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Posted 2 months ago

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Hi Chloe, 

I'm assuming you have two tables Client (parent) and Emails (child). If that's the case, you can create a summary field on the relationship that looks for the Max of the Date/Time of the Email. You can also filter by "sent" or "received" if you have such a field. Creating one summary each for either "sent" or "received".

If you don't have such a field, you can create a formula that looks for the 'from' email address for your company and marks it as "sent", otherwise "received".

Let me know if this makes sesnse, I can provide more details if necessary.

-Sharon