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
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Hi Shahbaaz ,
Thank you so much
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
Dear Shahbazz Ansari ,
processing .......I will update you soon
Hi sabih,
Did it resolved your issue?
Thanks,
Shahbaaz
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
Please mark my answer as verified if it help
Thanks,
Shahbaaz
Dear Shahbaaz Ansari,
Thanks for the feedback
Could you please share screenshot which you created one by one ,that will be more helpful
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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