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Philipp Mathis How to do versioning or lock data at a given time especially report data/full dashboard data (snapshot is not working well)
Hello
We'd like to "lock" all entered financial data on our opportunities for budgeting reason and have it somehow stored in versions.
So we can go back and see a version number and date ->to track changed, adjustment that have been done to the numbers so my finance team can do budgeting. So they would like to just "freeze" / capture all the entered numbers at a certain date and take this as their underlying calculation.
Is there something available?
Greetings,
Philipp
Philipp Mathisanybody?