Can you track and report on property history?SOLVE
Feb 1, 2021 9:04 PM
Our clients purchase hourly packages for our consulting services e.g. 60 hrs/month. We have a property to capture this data (Monthly Hourly Block) which is initally set with the Sales team. However, our clients can and often do change their package as they need, for example they decide to increase from 60 to 80 hrs/month. Our Client Success team would like to be able to track the progression and change in each client's monthly hours without having to create multiple properties, so we can look back at Client XYZ and see that they initially started with 60 hrs/month and increased their package by 20 hrs to 80 on XX date. If we just changed the Monthly Hourly Block property, I am not sure their initial package details would be logged in the property history or not.
Appreciate any advice on how to track this 'non static' data and report on it if possible! Thanks!
Solved! Go to Solution.
Feb 2, 2021 3:54 PM - edited Feb 2, 2021 3:57 PM
Out of the box, using HS' reporting there's not a way to report on a field's changes that have happened over time. You can create notifications and reports that alert you when a field changes but not historical changes.
I am assuming that you're using some system to process the billing for these subscriptions and that it also needs updated. If you're using the HS Sales side, you could create a new Deal everytime the Monthly Hourly Block changes. Whoever works the Deal could update whoever and whatever needs the update and then close the Deal. This would create a sort of change history. You could also create a workflow that triggers whenever Monthly Hourly Block changes. In the workflow you could alert a team or the owner of account by way of an HS notification and/or email. There could even be tasks built and assigned within the workflow to make sure the team knows who or what to update in this case.
Additionally, if you want to get into the world of APIs, you may look at these recommended articles and see if they might give you a clue about how to do this:
Hope something in this helps you think through the challenge. Please reply back and let us know your thoughts. Have a great day!
Did my post solve the questions or challenge? Please mark it as a solution for others to find.