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I work in sales
I want to put a button to tell me
When was the last time you contacted the customer and how often?

thank you 

2 answers


First, define how you store informations.

You can use custom fields.

0 votes
Garrett Atlassian Team Dec 13, 2019

I'd go with Ludo's suggestion. You could use the Custom Fields Power-Up to create a date field to store the last date you talked to a customer and a number field to count the amount of times you spoke to them.

Taking that a step further, you could use Butler to create a Card Button that updates the date of that field and increases the number by one every time you click it.

Here's our intro document for Butler along with the list of variables you can use:

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