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Status updated by sales managers must show history of all the status updated in the past along with the date in opportunity module ?

Posted on by 670

Dears

Email notification to be sent to Account Manager whenever there is a status update against any opportunity(this is already done ) after that account manager click on notification link he can see opportunity module in this module status updated by account managers must show history of all the status updated in the past along with the date

for eg: in this below screenshot account manager going to update status ( dormant) must show history of all the status updated in the past along with the date

Stsus-history.JPG

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  • account payable Profile Picture
    account payable 670 on at
    RE: Status updated by sales managers must show history of all the status updated in the past along with the date in opportunity module ?

    Hi Shahbaaz ,

    Thank you so much

  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Status updated by sales managers must show history of all the status updated in the past along with the date in opportunity module ?

    Hi Sabih,

    if you solved the problem thanks to an answer,

    please mark it as verified to encourage the community to provide more and more a better support.

    Thank you.

    Shahbaaz

  • account payable Profile Picture
    account payable 670 on at
    RE: Status updated by sales managers must show history of all the status updated in the past along with the date in opportunity module ?

    Dear Shahbazz Ansari ,

    processing .......I will update you soon

  • Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Status updated by sales managers must show history of all the status updated in the past along with the date in opportunity module ?

    Hi sabih,

    Did it resolved your issue?

    Thanks,

    Shahbaaz

  • Verified answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Status updated by sales managers must show history of all the status updated in the past along with the date in opportunity module ?

    My requirement was like when ever any sales person changes for the zipcode we need to mantain who was the previous sales person. below are the screen shot

    1057.Capture3.PNG1057.Capture3.PNG4137.Capture4.PNG

    Please mark my answer as verified if it help

    Thanks,

    Shahbaaz

  • account payable Profile Picture
    account payable 670 on at
    RE: Status updated by sales managers must show history of all the status updated in the past along with the date in opportunity module ?

    Dear Shahbaaz Ansari,

    Thanks for the feedback

    Could you please share screenshot which you created one by one ,that will be more helpful

  • Verified answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,203 on at
    RE: Status updated by sales managers must show history of all the status updated in the past along with the date in opportunity module ?

    Hi Sabih,

    Recently i have done this kind of work to maintain audit history of entity, for that i have created a custom entity in your case say "StatusHistory" on that you can create three field Status and Date and lookup of opportunity entity.

    After that create a Async Post Operation Plugin on update Operation of Opportunity and when ever status changes of that opportunity insert a record in custom entity with status , Opportunity and date.

    Hope this idea help!

    Thanks,

    Shahbaaz

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