Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Unanswered

RAG Status updates

(0) ShareShare
ReportReport
Posted on by 282
Hi Guys,
 
I have an ask about RAG status please. We have a dropdown field that contains our current RAG status options, Red, Green, Amber etc. The owner of the account updates this status depending on conversations he/she has with our clients. When the owner changes the RAG status from Green to Amber I want to be able to record the previous RAG status each time it changes. The reason for this ask is we have an automatic email that sends to management when a client moves into a Amber or Red status. The email sends regardless of what direction the RAG status is changed from. So in the case of a client moving from Green to Amber, this is a bad news story as something is not right for the client, however, in the case of a client moving from Red to Amber which is a good news story because things are getting better for the client, I dont have a way of showing this on the email that is sent. I can see this change on the audit history, but management arent going to check this.
 
Is there a way to pull data from the audit history page or is there a way to record what the RAG status has changed from?
 
Thank you.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing Category Subscriptions!

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,359 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,370 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans