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Nicole Ponce
Tracking field changes for reporting
Hi,
We have 2 fields that we use in our reporting. Account Owner and Points. What I want to try to achieve in our reporting, is to show the Account Owner at the time the Points were added, not always the current Account Owner.
E.g.
Account Owner = John Smith
Points =2
Account Owner is then subsequently updated to = Mary Jones
This skews my reporting showing that the points belong to Mary Jones, I want my reporting to show the 2 points relating to John Smith.
Is this at all possible? I thought about creating an additional field to capture who the points are associated with but wanted to avoid creating a new field and additional data entry point if at all possible.
Appreciate any guidance. Thank you.
We have 2 fields that we use in our reporting. Account Owner and Points. What I want to try to achieve in our reporting, is to show the Account Owner at the time the Points were added, not always the current Account Owner.
E.g.
Account Owner = John Smith
Points =2
Account Owner is then subsequently updated to = Mary Jones
This skews my reporting showing that the points belong to Mary Jones, I want my reporting to show the 2 points relating to John Smith.
Is this at all possible? I thought about creating an additional field to capture who the points are associated with but wanted to avoid creating a new field and additional data entry point if at all possible.
Appreciate any guidance. Thank you.