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

    You can use existing functionality, 'view audit log' for this, just enable for the 'Next Steps' field in Studio.

    this will then track the before and after contents of that field, with date/time and user

    unless I've totally misunderstood your requirement?

    .

    CRM Business Consultant

Reply
  • Hi

    You can use existing functionality, 'view audit log' for this, just enable for the 'Next Steps' field in Studio.

    this will then track the before and after contents of that field, with date/time and user

    unless I've totally misunderstood your requirement?

    .

    CRM Business Consultant

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