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I ran a report today which showed me the number of touch points  with clients in 90 days and 365 days. By “touchpoints” do we literally mean any type of timeline activity (i.e. not just meetings and emails)? 

Can you share more details about the report? Like the object and fields used?


The object was Client Aggregate Data and the fields are pasted below. It’s “Touches Last X Days” I need some clarification on.

 


@venessa looks like this object could be prepared by a Data Designer. I would recommend you check Data Designer with the name “Client Aggregate Data” that would help you know more about those fields.


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