Creating a field to track next steps on an opportunity

Hello, 

I would like to create a "combined" field on an opportunity module to track next steps changes. I was thinking of creating the following: 

1. Text field Next Steps and adding a datetime field to it which will be automatically updated whenever a sales rep updates Next Steps field

OR 

2. Create a text field Next Steps, but with an option to add a new separate note (just as Email Field on Contacts - please see the screenshot) and adding a datetime to each of the new notes - this would be my preferred solution. 

To start with the second approach - do you know how to add a field that has an add (+) button next to it? 

Thanks!  

Ada

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  • Hi Ada

    Option 1 can be easily implemented via custom date field + sugarLogic formula to update it whenever the text field is not empty and date field is empty.

    Option 2 may requires a subpanel create + a custom module to be rendered inside its.

    It is quite difficult to implement the strategy of the email field for another field. Whenever customers require something similar to the emails' behavior we suggest a subpanel create instead. They love the feature.

    André Lopes
    Lampada Global
    Skype: andre.lampada
Reply
  • Hi Ada

    Option 1 can be easily implemented via custom date field + sugarLogic formula to update it whenever the text field is not empty and date field is empty.

    Option 2 may requires a subpanel create + a custom module to be rendered inside its.

    It is quite difficult to implement the strategy of the email field for another field. Whenever customers require something similar to the emails' behavior we suggest a subpanel create instead. They love the feature.

    André Lopes
    Lampada Global
    Skype: andre.lampada
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