Invenias Power BI: People Last Contacted

The Last Contacted View is designed to track and display the most recent interactions with individuals. This data plays a crucial role in managing relationships and crafting communication strategies.

What It Does

  • Specialized Tracking Focus:Utilize detailed records of the last contact made with each person (Person entities), including the date, nature, and context of the exchange.
  • Seamless Data Integration: Integrate PeopleView and UserInformationView to link contact events to corresponding people and creators.

Table of Columns

Column Name

Column Type

Description

Joins To

PersonId

Guid

Unique identifier for the individual, aligning to their overall profile.

PeopleView

ContactedById

Guid

Identifies the user who made the last contact, linking to their user profile.

UserInformationView

JournalId

Guid

The identifier for the journal entry corresponding to the contact event.

N/A

ContactDate

DateTime

Records the date when the person was last contacted.

N/A

Subject

String

Indicates the subject or main topic of the last contact.

N/A

ContactType

String

Specifies the type of contact, such as call, email, meeting, etc.

N/A