Track Lead Status Changes Date

[JustinK101]

We need the ability to track when a lead status changes. For example, we have a bunch of custom status types and we want to look at a history of when a lead changed status. For example, something like:

Lead XYS

Status             Date Set
New                2007-10-01
In Progress        2007-10-10
Closed            2007-10-15

Is this even possible? Thanks.

[dpatech]

This can be done using Sugar's auditing or "Change Log" feature. The Leads Status field has auditing turned on by default. You should be able to click on the "View Change Log" link when in the Lead Detail View for a particular Lead. This link is located between the "Edit", "Duplicate" buttons and the start of the detail panel. It will show you the date, user, old value and new value for each change to the status field.

[JustinK101]

This can be done using Sugar's auditing or "Change Log" feature. The Leads Status field has auditing turned on by default. You should be able to click on the "View Change Log" link when in the Lead Detail View for a particular Lead. This link is located between the "Edit", "Duplicate" buttons and the start of the detail panel. It will show you the date, user, old value and new value for each change to the status field.

I dont see a View Change Log Button, it goes Edit then Duplicate. Is this a feature I have to turn on? I am running the open source version.

[dpatech]

It is possible that it has been turned off. The vardefs.php file contains a property that turns auditing on or off for that particular module. Check your modules/Leads/vardefs.php file and make sure that the "audited" property is set to true as shown below.

$dictionary['Lead'] = array('table' => 'leads','audited'=>true, 'unified_search' => true,'duplicate_merge'=>true,

This functionality exists in Sugar OS.

See two screen captures below. The first shows you where the link would be displayed. The second is what the popup looks like.