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 ,

    The Comment Log feature can be added to the record view layout of modules or used via the dashlet. If you go to the module's record view layout in Studio, you should see Comment Log as an available field to add if you do not already have it on the layout.

    If reporting is a primary need for this use case, then André's solution is likely the most appropriate. Both the comment log feature and our Upsert Last Modified By plug-in leverage backend data that are not accessible through the standard reporting features. You could leverage Advanced Reports to get desired data from either of those solutions. Advanced Reports requires a foundational knowledge of Sugar's database structure for storing the appropriate data and writing database queries to target that data.