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Date Stamp In Opportunity Details

Copper Contributor
Posts: 5
Country: United Kingdom

Date Stamp In Opportunity Details

Hi,

 

Does anyone know if there is any way of automatically creating a date/time stamp for use in the Opportunity Details tab? At the moment, when updating comments in this tab we are manually inputting the date but it strikes me that there must be an easier method?

 

Cheers

enrico 

Bronze Contributor
Posts: 955
Country: Australia

Re: Date Stamp In Opportunity Details

Enrico,

 

It is a good question although if the details you are putting in are based on actions during the process would it not be better to put these is as History actions and then they are automatically time and date stamped.

 

BTW I tried all of the key actions I could think of and could not find a way to insert the date with a keystroke

Paul Buchtmann
pbuchtmann@ozemail.com.au Australia
Australia's First ACT Consultant (1989)

FREE Record History to change default to Call or To-Do for ACT! 2010-2012 versions. Custom versions also available.