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Account Rollups

    Target:  Account, Source: Task, Relationship: Account ID

    Rollup 1: Last Task Completed
                  Create a Text rollup from the Subject field of Task to the Last Task Completed field of Account.
                  Filters: 
                        - Deleted will need to equal false
                        - Closed should equal true
                        - Add a sort by 'Activity Date' descending.  You will want to limit the number of results to 1.
  
    Rollup 2: Last Task Completed (Date)
                  Create a Max rollup from the Activity Date field of Task to the Last Task Completed Date field on Account.
                  The filters should be the same as the above.

    Rollup 3: Next Task Planned
                  Create a Text rollup from the Subject field of Task to the Next Task Planned field of Account.
                  Filters: 
                        -Deleted should equal false
                        -Closed should equal false
                        -Add two sorts - One by Created Date ascending, the other by Activity Date ascending.  
                         Limit the results to 1.  

    Rollup 4: Next Task Planned (Date)
                  Create a Min rollup from the Activity Date field of Task to the Next Task Planned Date field of Account.
                  Filters should be the same as Rollup 3: Next Task Planned.

    Target: Account, Source: Event, Relationship: Account ID
                     
    Rollup 5: Last Event Completed 
                  Create a Text rollup from the Subject field of Event to the Last Event Completed field of Account.
                  Filters:
                        -Deleted should equal false.
                        -Activity Date should be less than Today.
                        -Add a sort by Activity Date/Time descending.  Limit the number of results to 1.

    Rollup 6: Last Event Completed (Date)
                  Create a Max rollup from the Activity Date/Time field of Event to the Last Event Completed Date field of Account.
                  The filters should be the same as those for Rollup 5: Last Event Completed.

    Rollup 7: Next Event Planned
                  Create a Text rollup from the Subject field of Event to the Next Event Planned field of Account.
                  Filters:
                        -Deleted should equal false.
                        -Activity Date should be greater than or equal to Today.
                        -Add a sort by Activity Date/Time ascending.  Limit the number of results to 1.

    Rollup 8: Next Event Planned (Date)
                  Create a Min rollup from the Activity Date/Time field of Event to the Next Event Planned field of Account.
                  The filters should be the same as those for Rollup 7: Next Event Planned.