Insight Fields in Companies

Insight fields are system-computed, read-only fields that derive their values from related activities, communications, and record events. These fields update automatically based on activity data and cannot be edited or configured. They appear on the company details page and help users clearly understand engagement history, prioritize follow-ups, and analyze interactions without entering data manually. These fields may also be available for use in filters, allowing users to segment companies, create views, and drive automation based on engagement and activity data.

Last activity

Stores the most recent past activity associated with the company record, based on the date and time closest to the current time.

The most recent activity is:

• Event when an event’s Start date (date and time) is the closest past date and time.
• Task when a task’s Due date (date and time) is the closest past date and time.
• Note when a note’s Created on date and time is the most recent past date and time.
• Call when a call’s Start date and Start time is the most recent past date and time.

Last activity on

Stores the date and time of the activity identified as Last activity, using the relevant timestamp for that activity type (event start, task due, note creation, or call start).

Upcoming activity

Stores the nearest future activity associated with the company record, based on the date and time closest to the current time.

The upcoming activity is:

• Event when an event’s Start date (date and time) is the closest future date and time.
• Task when a task’s Due date (date and time) is the closest future date and time and the task is not closed.

Upcoming activity on

Stores the date and time of the activity identified as Upcoming activity, using the relevant timestamp for that activity.

Last assigned on

Stores the date and time when the company record’s owner was last changed.

Created on

Stores the date and time when the company record was created.

Created by

Stores the user who created the company record.

Modified on

Stores the date and time when the company record was last updated.

Modified by

Stores the user who last updated the company record.