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HOW CAN I TRACK WHEN CONTACT FIELD IS CHANGED FROM A to B?

Copper Contributor
Posts: 46
Country: USA

HOW CAN I TRACK WHEN CONTACT FIELD IS CHANGED FROM A to B?

 

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) 

 

 

 

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: HOW CAN I TRACK WHEN CONTACT FIELD IS CHANGED FROM A to B?

In Define Fields, you can set fields to Record History when they are changed
Copper Contributor
Posts: 46
Country: USA

Re: HOW CAN I TRACK WHEN CONTACT FIELD IS CHANGED FROM A to B?

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.

Bronze Elite Contributor
Posts: 1,426
Country: United_Kingdom

Re: HOW CAN I TRACK WHEN CONTACT FIELD IS CHANGED FROM A to B?

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.

Copper Contributor
Posts: 46
Country: USA

Re: HOW CAN I TRACK WHEN CONTACT FIELD IS CHANGED FROM A to B?

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. 

 

THANK YOU!

Platinum Elite Contributor
Posts: 14,384
Country: Australia

Re: HOW CAN I TRACK WHEN CONTACT FIELD IS CHANGED FROM A to B?

Another possibility, although it won't notify you, is to filter the History List to the items you want ....
Bronze Elite Contributor
Posts: 1,426
Country: United_Kingdom

Re: HOW CAN I TRACK WHEN CONTACT FIELD IS CHANGED FROM A to B?

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

Nickel Contributor
Posts: 231
Country: Canada

Re: HOW CAN I TRACK WHEN CONTACT FIELD IS CHANGED FROM A to B?

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.

Gilles Cavin
http://www.exponenciel.com
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