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) 
  • From Mercury
  • Email sent directly from a Consultant to a Candidate (no email chain - will not update Last Contacted unless manually tracked via the D365 plugin)
• Inbound Emails - these include:
  • Email sent directly from a Candidate to a Consultant (no email chain - will not update Last Contacted unless manually tracked via the D365 plugin)
  • Email in response to an email originating from Mercury
  • Email in response to another email originating in Outlook
• 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’:  

Example

[
    {
        "Entity": "email",
        "Direction": "Outbound",
        "UpdateLastContacted" : true,
        "UpdateLastContactedOnSalesEmail" : false
    },
    {
        "Entity": "email",
        "Direction": "Inbound",
        "UpdateLastContacted" : false
    },
    {
        "Entity": "phonecall",
        "Direction": "Outbound",
        "UpdateLastContacted" : true,
        "UpdateLastContactedOnVoicemail": false
    },
    {
        "Entity": "phonecall",
        "Direction": "Inbound",
        "UpdateLastContacted" : false,
        "UpdateLastContactedOnVoicemail": false
    },
    {
        "Entity": "appointment",
        "Direction": "Outbound",
        "UpdateLastContacted" : false,
    },
    {
        "Entity": "recruit_linkedininmail",
        "Direction": "Outbound",
        "UpdateLastContacted" : true
    },
    {
        "Entity": "recruit_linkedininmail",
        "Direction": "Inbound",
        "UpdateLastContacted" : true
    }
]

END