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Last Activity Date

Learn how to view, filter, and search by Last Activity Date in Vincere to track candidate, contact, company, and job engagement. Includes setup steps, key definitions, and reporting tips.

Jason avatar
Written by Jason
Updated over a week ago

The Last Activity Date in Vincere helps you identify the most recent interaction with a Candidate, Contact, Company, or Job. This feature makes it easy to track engagement, filter by recent activity, and re-engage inactive records.

  • You can view, search, and filter the Last Activity Date directly from your tables or Advanced Search.


View Last Activity for Companies and Jobs

You can add the Last Activity Date column to your Company and Job tables.

To display this column:

  1. Go to Table Configuration.

  2. Select Columns.

  3. Click Add Last Activity Date.

The Last Activity Date for each entity is calculated as follows:

Entity

Last Activity Includes

Company

The most recent activity recorded for any associated Contact.

Job

Triggered when:

  • A candidate moves to a new stage related to that job.

  • A user floats candidate LiveLists to a distribution list or directly to the contact.

  • A task or meeting associated with the contact is deleted.


View Last Activity for Contacts and Candidates

You can view Last activity date and Time since last activity columns in both the Candidate ATS/Contact CRM table view and Last activity date column in the Advanced Search.

To add this column:

  1. Go to Table Configuration.

  2. Select Columns.

  3. Click Add Last Activity Date.

  4. Use the date filter to view records by last activity.

Hover over any activity to view a quick summary with a timestamp and the user who completed it.

Last Activity Date for Contacts and Candidates includes:

  • Last Comment.

  • Last Task.

  • Last Meeting.

  • Last Stage Move (e.g., Shortlisted → Sent).

  • Last Email (see note below).

  • Creation date of the newest job linked to the contact.

  • Candidate LiveLists floated to distribution lists or directly to the contact.

⚠️ Important Note:
Only emails sent using Actions in Vincere are recorded as last activity.

  • Emails sent via bulk actions, integrations, Outlook, or Gmail will not update the last activity date.


Search by Last Activity in Advanced Search

Use Advanced Search to find Candidates or Contacts based on their most recent engagement.

To search by Last Activity Date:

  1. Go to Advanced Search.

  2. Select either the Candidate or Contact tab.

  3. In the search bar, type Last Activity.

  4. Select the field suggestion.

  5. Use the date picker to choose Before or After, depending on your filter criteria.

  6. Add more filters or keywords to refine your results.

Examples:

  • Contacts Last Activity Before July 2023 AND Contact Owner.

  • Contacts Last Activity Before July 2023 AND Industry.

  • Contacts Last Activity Before July 2023 AND After July 2021 AND Stage.


Generate Client-Specific Interaction Reports

You can track client interactions through the User Engagement Report in Vincere Intelligence.

To access this report:

  1. Go to Intelligence.

  2. Select User Engagement Report.

  3. In the Report Data section, open the Drill-Down Log.

  4. Apply filters by user(s) or event types on the right-hand side.

  5. Select the relevant entity type (Candidates or Contacts).

  6. Click Export to download the filtered data.

This helps you analyze meetings, calls, and logged events for specific clients within a defined timeframe.


💡 Best Practices

  • Regularly filter by Last Activity Date to re-engage inactive contacts and candidates.

  • Use this feature to monitor team activity and ensure timely follow-ups.

  • Combine Advanced Search filters for more targeted engagement campaigns.


🤔 FAQs

Q1: Why is the Last Activity Date not updating after I send an email?

  • Answer: Only emails sent from the Actions menu inside Vincere count as activities. Emails sent via Outlook, Gmail, or bulk campaigns will not update this field.

Q2: Can I include deleted tasks or meetings in activity reports?

  • Answer: No. Deleted tasks or meetings are excluded from activity logs, but they may affect the most recent activity date if they were the latest recorded event.

Q3: Can I export Last Activity Date data?

  • Answer: Yes. You can export this data through the User Engagement Report under the Intelligence module.


Happy Recruitment #TheVinnyWay🤩

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