How to Set Next Activity Date in Zoho CRM

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In this implementation, Tyler shows how to populate the most current activity date in its own field.  Here are some of the key points from the video:

  • “Next Activity Date” field automation in Deals module for easy Activity-based management of Deals.
  • “Next Activity Date” field added to Deals module.
  • On Create, Update, or Delete of a Task, Event, or Call script is triggered.
  • The script reads the “Open Activities” related list in the Deal, consolidates Task Due Date, Event Date, and Call Start Time (for scheduled Calls) into one list.
  • The script identifies the soonest upcoming date and writes this “Next Activity Date” into the field in the Deal.
  • The field can be used in Deals list view to sort Deals by soonest Next Activity.

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