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Auto populating date field

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New Member
Posts: 6
Country: United_Kingdom
Accepted Solution

Auto populating date field

Good Day Act! Community.

 

I have recently set up the Act! premium program for our company. because of the nature of our business we will be transferring records between lead generates and sales consultants. I'd like to have a date field auto populate with the date a change was made to a specific field, is this possible to do?

 

the aim is to be able to see what progress contacts are changed to on a daily basis and to be able to quickly look-up any contacts that were changed on any specific day. i.e look-up contacts that were changed to "call back" on "06/06/2019".

 

any help much appreciated.


Accepted Solutions
Solution
Accepted by topic author JamesIPMI
‎06-06-2019 07:30 AM
Copper Elite Contributor
Posts: 103
Country: Germany

Re: Auto populating date field

You can edit the field properties so that every change will be automatically reported in the history tab.
Jan Teske
ACC
jbt consulting

View solution in original post


All Replies
Solution
Accepted by topic author JamesIPMI
‎06-06-2019 07:30 AM
Copper Elite Contributor
Posts: 103
Country: Germany

Re: Auto populating date field

You can edit the field properties so that every change will be automatically reported in the history tab.
Jan Teske
ACC
jbt consulting
New Member
Posts: 6
Country: United_Kingdom

Re: Auto populating date field

Thanks for your response,

 

are history notes searchable/look-up(able)? for example, lookup history for field changed to "call back" on "today"?

 

 

Copper Elite Contributor
Posts: 103
Country: Germany

Re: Auto populating date field

Yes in the history list.
Jan Teske
ACC
jbt consulting
New Member
Posts: 6
Country: United_Kingdom

Re: Auto populating date field

thank you, now I know it's possible I'll give it a go.

Highlighted
Nickel Contributor
Posts: 274
Country: Canada

Re: Auto populating date field

[ Edited ]

If you don't want to use History records for this and do exactly as you had envisioned it, i.e. populate a date field with today's date when you change another field, you can do it with Automatic Field Calculations

Gilles Cavin
http://www.exponenciel.com
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