Thursday, April 23, 2015

ZOHO CRM - VIEW HISTORY AND UPCOMING ACTIONS FOR A RECORD!

Each record has a 'History': when and who created it, and who, what and how its been modified.  You can derive this information by skimming through the Audit log, but why not go right to the source...

  • Open the record of interest
  • Click the link in the upper right hand corner of the record (In this example the link says "Last Update: 04:00 PM"
  • Pop-up window has two tabs
  • History gives you the list of when the record was created and all the times its been modified.
The other is "Upcoming Actions":

If you're using time-based actions in your Workflow, records can have "Upcoming Actions" - that is, actions that have been scheduled to occur sometime in the future. You can see a list of these scheduled actions here!

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