{"id":206,"date":"2009-10-09T07:42:00","date_gmt":"2009-10-09T07:42:00","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=206"},"modified":"2009-10-09T07:42:00","modified_gmt":"2009-10-09T07:42:00","slug":"adding-fields-to-standard-tracking-notes","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/10\/09\/adding-fields-to-standard-tracking-notes\/","title":{"rendered":"Adding fields to standard tracking notes"},"content":{"rendered":"<p>I am talking about <strong>Cases <\/strong>and <strong>CaseProgress <\/strong>Entities. We already know that there are some fields on the <strong>case <\/strong>screen for which if the value is changed an entry is made into the tracking note to record this change. I always wondered how do I add some more fields to this tracking note so that I can customize this tracking note being displayed to make it more specific and easy to recognize.<\/p>\n<p>Then I closely observed the list being used to display tracking information under tracking tab. From there what I recognized is, there exists a field name <strong>Progress<\/strong>. This field is responsible for holding all the changed values of fields to be displayed in tracking note. <\/p>\n<p>Suppose, you want to track the changed value of <strong>Description <\/strong>field. Now if you will change the <strong>Case Description <\/strong>value an entry will be made in <strong>CaseProgress <\/strong>table and the same can be viewed from <strong>tracking <\/strong>tab, however there you will not be able to find the changed value for <strong>description<\/strong>. The reason is, the values which are shown in the Tracking comes from the <strong>Case Progress Detail Box <\/strong>screen. This screen is available under the CaseProgress entity. Only those fields that are displayed in the <strong>Progress <\/strong>field as explained above are added in the screen named <strong>Case Progress Detail Box <\/strong>and are shown in the <strong>Tracking <\/strong>accordingly. This is the place where you need to add the <strong>Case_description <\/strong>field in order to view the changed value for the same.<\/p>\n<p>The similar scenario also applies for <strong>Opportunity <\/strong>Entity.<\/p>\n<p><marquee width=\"80%\"><b>If you find this content useful, Please drop us an email at <a title=\"mailto:crm@greytrix.com\" href=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/b><\/marquee><\/p>\n","protected":false},"excerpt":{"rendered":"<p>I am talking about Cases and CaseProgress Entities. We already know that there are some fields on the case screen for which if the value is changed an entry is made into the tracking note to record this change. I always wondered how do I add some more fields to this tracking note so that\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/10\/09\/adding-fields-to-standard-tracking-notes\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[2463],"class_list":["post-206","post","type-post","status-publish","format-standard","hentry","category-uncategorized","tag-tracking"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding fields to standard tracking notes - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2009\/10\/09\/adding-fields-to-standard-tracking-notes\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding fields to standard tracking notes - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"I am talking about Cases and CaseProgress Entities. We already know that there are some fields on the case screen for which if the value is changed an entry is made into the tracking note to record this change. 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