Workaround Needed - Reporting on the modification of specific CRM fields
Hi there - I understand that it is not possible to report on the modification of a specific CRM field. Ideally, we need to report back to a client when a field has been completed or changed (collection or modification of email addresses).
My workaround so far has been to add a date field - you add an email address and then you time stamp this addition using an added date field.
I have seen reference to the creation of scripts or the use of workflow rules to overcome this inability to see field change dates - could anybody please provide any help with this, workarounds they have used. Is this a limitation of CRMs generally or specific to Zoho ? Are there plans to make this available ?
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