02-08-2016 03:32 PM
I have ORDERS contacts that have an ID/Status of Customer and when they haven't ordered in 2 years their ID/Status is changed to Customer-Inactive.
Is there a way to track when a field changes from A to B? (Need to know when contact changes from Customer-Inactive to Customer)
02-08-2016 04:50 PM
02-09-2016 07:18 AM
Thank you so much for getting back to me! Looking over the way I formatted my question I realize I left a very big part out - my apologies! Yes, I have history set for fields but the big thing here that I was looking for (that I totally left out of the posted question) was a way to automate being alerted or having them populated. For example, smart task, group membership based on criteria or a report I can run monthly.
02-09-2016 07:29 AM
You would need to add a date field next to the ID Status field for them to fill in. Now you can create a dynamic Group based on ID Status and changed date.
02-09-2016 07:46 AM
Thank you so much for getting back to me, that does get me that much closer to a solution!!! Only thing is I would love to have a way to do it without having to rely on somebody entering the date.
But on that note, I am going to look in to a report that works on history with the ID/Status field changed within a time frame.
02-09-2016 05:18 PM
02-10-2016 01:33 AM
If you do want to use a reporting function Mike's idea of filtering in the History List is the best way of doing this, you can then export the result to Excel
02-10-2016 04:28 AM
You could use our Automatic Field Calculations add-on (http://www.exponenciel.com/actaddons/actaddon.aspx?ID=111) for this. It allows you to run calculations when you change a field value. In this case, you could create a calculation that writes today's date to the secondary field when your primary field is modified.