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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Saved Search Formulas - Most Recent User Note and User Note Date

edited Jan 3, 2020 12:31AM in Search / Reporting 5 comments

Sales reps at our company use the user notes functionality to log their activity with a lead or prospect. I am trying to add two formulas, using SQL, to my client saved search that include the following:
-Most recent user note
-Most recent user note date
Can anyone help me on SQL formulas to accomplish this?
Thank you!

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