Track Updates/Change Log through TimeStamps & Users
K
Kelsey Flanagan
Merged in a post:
Activity updated with name
M
Marie-Sophie Heyne
Can we see an activity update (ie. Marie changed the date of this event today, Erin just confirmed this event, etc.)
K
Kelsey Flanagan
Merged in a post:
Would like a listed history...
L
Lauren Raake
Please include history of changes made to events/contracts- time stamp & date along with the user name that has made any such changes. This allows us to know when and why changes were made and is very helpful when several different people have a hand in discussions with contacts and accounts.
H
Hannah Shelton
This would be great
K
Kelsey Flanagan
Merged in a post:
being able to see activity log on events
K
Kendall O'Brien
it would be nice to see date created, updates made, and who made them
K
Kelsey Flanagan
Merged in a post:
Activity History
L
Llayne Kaui
Show which team member was in the Project and what activities they did and when they were done.
A
Anita Taft
The account owner needs to have access to this information as we have had several instances where I need to know who made a change to an event and cannot figure it out - when calling PV, they cannot access this information either. Considering shopping around for new software as this is an important feature for our business.
J
Joanna Fenerlis
Merged in a post:
Employee Lead Ownership/Stamp
A
Anita Taft
We have several team members and have had several instances where we cannot figure out who sent an email, changed a proposal, etc. We NEED a setting to have leads assigned/owned to an employee...or some kind of drag down that shows a timestamp of who opened the lead last
J
Joanna Fenerlis
Merged in a post:
Employees
A
Anita Taft
Ability to see the name of the employee that created a lead, and who last made changed to/accessed an event.
J
Joanna Fenerlis
Merged in a post:
Activity Log for Changed fees
W
Winand Gómez
Ability to see a log of all the times that taxes and fees have been changed within events.