Is there a way to include a username and date stamp each time some information is added to the âdescriptionâ field of the Leads module?
Yes, but I havenât made the solution pretty.
You can use Calculated Fields within Workflows to update the description field on any change.
Attached is a screenshot of my workflow with the conditions/actions.
Whenever I edit the Lead I see this appended to it. As I said it isnât the prettiest of solutions.
The other option is to create a logic hook
Thatâs a pretty solution @samus-aran
@Arnold, on a different direction altogether, I wonder if the Audit function would suit your needs? When you click the âView Change Logâ button you see who-changed-what-when.
You can configure the fields that get recorded there from Studio / (Module) / Fields, set the âauditâ checkbox.
Thank you very much for the assistance!