Allow Notes to be counted in the "updated on" filter
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Jacob Martinez
Currently the filter that calculates the last time an opportunity was updated does not account for notes. We need the notes to count as an action in that field so we can know if our sales reps are properly supporting/working their pipeline...or neglecting their clients.
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K
Kenny Butt
AGREED!!!!!
I
Iveta A
I would suggest to make automation with trigger "Note Added" and then put "Update contact field". Use field that you actually do not use or create one for this. Add some text to field then next step delete from that field. And make sure automation setting is on for "Allow re-entry".
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Jacob Martinez
Iveta A unfortunately that does not work. I just tested it.
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Lonie Murray
So far I can't even figure out what constitutes an opportunity update. I have a custom field "Review Date" that even when changed, does nothing to update the opportunity card. Nor does it update on the opportunity card when I change the lead status from "Hot" to "Warm"
Edit: It appears that you have to open the opportunity card and simply hit "update" even if you do not change anything on the card. I'd much prefer it to update any time a user updates something in the contacts information or a reply from the lead takes place.