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can changes to group membership be captured under the contacts history tab

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Copper Contributor
Posts: 60
Country: Canada
Accepted Solution

can changes to group membership be captured under the contacts history tab

When I manually add or remove a contact from a group, I would like that change to automatically be added to the contact history.  Is this possible?
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Ken Wiens
Project and Program Manager
www.kgw-consultants.com
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Accepted Solutions
Solution
Accepted by topic author kenwiens
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: can changes to group membership be captured under the contacts history tab

Unfortunately there is no option that allows for capturing the Group membership attachment information.  In another post, someone recommended creating a contact field that can be set to Record History when changed - you would then record the Group membership in that field and it would record to the History tab.

To submit this function as a future enhancement please visit the Share Your Ideas forum.  Once submitted, other community members have the opportunity to comment and give Kudos.

Greg Martin
Sage

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Solution
Accepted by topic author kenwiens
‎09-25-2015 03:20 AM
Platinum Super Contributor
Posts: 5,275
Country: USA

Re: can changes to group membership be captured under the contacts history tab

Unfortunately there is no option that allows for capturing the Group membership attachment information.  In another post, someone recommended creating a contact field that can be set to Record History when changed - you would then record the Group membership in that field and it would record to the History tab.

To submit this function as a future enhancement please visit the Share Your Ideas forum.  Once submitted, other community members have the opportunity to comment and give Kudos.

Greg Martin
Sage