Every Account in the Authgnosis CRM now carries a live last-touch indicator: when anyone at that company was last emailed, called, or met, and how – updated automatically the moment it happens.
- Added two fields to the Account table: Last Contact Engagement (date/time) and Last Contact Engagement Type (Email, Phone Call, or Meeting), shown read-only on the main Account form.
- Shipped the Authgnosis publisher and solution first, so this and all future customizations carry a proper ag prefix instead of the platform default – portable, reviewable, and rollback-friendly.
- Engineering detail: Dynamics rollup columns cannot see activity logged against a Contact from its parent Account (a one-hop limit Microsoft documents), so three small Power Automate flows stamp the Account whenever a qualifying email, call, or meeting completes.
- Built, activated, and verified end-to-end with a live test run – a completed phone call stamped its account within about a minute, confirming the whole chain works in production.