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Activity Contact
Hello guys,
I have a "Offers" table with all the offers from sellers.
Inside I have an "Offer Status" field in which I check. I would like that, when the status of the offer becomes "Offer lost" I would like to enter a comment as a reason.
how can i get this?
2 replies
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Add a reason text field - you can have it hidden to only show when the status is equal to lost
in the reason field - display field if only, if attribute
you will want something like
'Offer Status' = 2
use the number that Offer lost is in the status field
ie
won. ....1
lost .....2
etc.
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Thanks a lot for the answer. I would like this comment to be placed in a "Customer Activity" table that can be viewed on the contact page. it's possible?
Content aside
- 3 yrs agoLast active
- 2Replies
- 200Views