How To Store The Date of A Field Change?

I would like to store the date when the RLI Sales Stage changes. I've tried various techniques including Custom Calculated Fields and SugarBPM, but I can't quite find the right method to accomplish this. I've looked at several solutions, but can't seem to make them work...

Any thoughts out there? Thanks ahead of time! VO

Parents
  • hi 
    for similar requirements at Opportunity level I normally create a simple module to track the changes of certain fields (i.e. Sales Stage, Value) and have a BPM to update that module accordingly, see screenshot of sample module here:

    Maybe that is an useful option for your requirement?

    .

    CRM Business Consultant

Reply
  • hi 
    for similar requirements at Opportunity level I normally create a simple module to track the changes of certain fields (i.e. Sales Stage, Value) and have a BPM to update that module accordingly, see screenshot of sample module here:

    Maybe that is an useful option for your requirement?

    .

    CRM Business Consultant

Children
  • Hello Vincent...Yes, that looks somewhat promising for the solution my team is looking for to track the "aging" of Accounts and RLIs through their phases. From looking at your screenshot, I like the data (and the idea of a BPM that creates a record in a related module on a field change), but am wondering how you report on the time between 2 phases, much less a whole series of phases.