Set up activities which update the Last Contacted field

Summary 

Configure which activities update the ‘Last Contacted’ field on a Contact record.

Phone Calls 

• Outbound Phone Calls (from Mercury) - Voicemails can be included/excluded from updating this field. 
• Inbound Phone Calls - Voicemails can be included/excluded from updating this field. 

NOTE: An associated field – ‘Last Called’ – is always updated irrespective of voicemail config value for in/outbound calls.  

Emails 

• Outbound Emails (from Mercury) 
• Inbound Emails 
• Sales Emails 

NOTE: An associated field – ‘Last Emailed’ – is always updated irrespective of config value.  

Appointments 

• Appointments (from Mercury) 

InMails 

• Outbound InMails (from Mercury) 
• InBound InMails 

Additional information 

When the Last Contacted field is updated for a Client Contact (Mercury Contact record), this will also be updated in the associated Client (Mercury Account record).

List of defaults for updating ‘Last Contacted’:  

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