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
    November 04, 2019 15:10

    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
    February 22, 2019 19:01

    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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