Our company uses Events to represent demos of our SaaS product. We have several custom fields on the Event object where the person scheduling the demo leaves notes for the person who will run the demo. This information can also be extremely useful for our customer support team later on when they are working with the client (after the sales has closed).
What I want to do is find a way to push the data in these custom Event fields into matching fields on the Account (so that the Customer Support rep doesn't have to search around for the Event to look up the information).
Is this at all possible, and if so, any tips on making it happen?
I've seen that there's no way to do rollups or lookups of Activities from the Account, and that Account formula fields also can't see related Events. What does that leave me?