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Zoho Features: What is Field History Tracking?

By December 20, 2018May 6th, 2020No Comments

Learn more about Zoho featuresIf you’ve added or modified pick list fields recently, you probably have noticed one of the newest Zoho features: the new checkbox option available labeled “Enable History Tracking.”

What happens when you enable history tracking?

By enabling history tracking, it will auto-compute the duration of time the field was set to a particular value, and also track the values of up to 10 other fields in the record at the time the value of the tracked field changes.  This is basically the functionality of stage history in the Deals module that has been ported to other modules. With this new option, it is now much easier to set up history tracking in other modules. A great example is setting it up for the Lead Status field, so that you can better track and evaluate your lead processing.  Give it a try the next time you’re in your Zoho CRM system.

Learn more about Zoho features by signing up for expert training

There is so much to learn when it comes to Zoho CRM and all of the different features you can use, that it can almost be difficult to know where to start. The Marks Group offers expert-led Zoho training and support on all Zoho apps and products. Contact us at info@marksgroup.net to find out more and check out our YouTube video library!

Suzanne Kirkland

Author Suzanne Kirkland

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