Stream no longer recording Status change for Leads

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  • crmclients
    Senior Member
    • Jul 2020
    • 347

    #1

    Stream no longer recording Status change for Leads

    The option Audit in the Status field is checked what else can be preventing it?

    Is it Audit Permission in the Role? But as an Admin shouldn't i be allowed to see it?

    Client wants to report off of Sales Reps not updating Stream - trying to see if the Status change is captured in the "Notes (Stream) Updated At" report
  • victor
    Active Community Member
    • Aug 2022
    • 1204

    #2
    It is worth checking:
    1. Administration > Entity Manager > Lead > Edit > Stream. Perhaps it was turned off in the settings altogether.
    2. Administration > Entity Manager > Lead > Fields > Status > Audited. However, you claim that the check box is enabled.
    3. Check if any formulas have been created that, under certain conditions, change the "status" in Lead to a certain value. The same with Workflows or BPMNs.
    4. Perhaps some other manipulations with the EspoCRM code were performed.

    If the points above are checked, it is advisable to describe the detailed steps of reproducing the problem.

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    • crmclients
      Senior Member
      • Jul 2020
      • 347

      #3
      [QUOTE=victor;n126427]It is worth checking:

      3. Check if any formulas have been created that, under certain conditions, change the "status" in Lead to a certain value. The same with Workflows or BPMNs.
      4. Perhaps some other manipulations with the EspoCRM code were performed.

      I think this is it, client like to have a lot of automation for the Status changing, getting iffy in practice and had to remove some of it - will check this out - thanks victor

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