Audit Trails: ability to query changes made to prospect status

Currently it is not possible to view from the front end any changes made to the prospect status. It would be help to be able to query when prospect status was changed. Ex. Prospect status value was research and the new value is qualified which was change on xx/xx/xxxx.
  • Guest
  • Nov 9 2015
  • Reviewed: Voting Open
Blackbaud CRM
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  • Olga Makhova commented
    4 Nov, 2019 03:10pm

    It would be helpful if we could track history of prospect status changes from the front end, similar to the Prospect Manager History subtab. It would be great if we had the ability to "replace prospect status" and add start and end dates, in place of just editing prospect status. It would let us track how long a constituent has been in prospect status (cultivation, potential pool, etc.) which would help with moves management. 

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  • Guest commented
    22 Feb, 2019 07:01pm

    Even if querying were not an option, it would be helpful to have a report that could pull values from the audit table for prospect status.

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  • +1

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