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.
Columns
This view returns the following 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 |