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Select accounts that have the stream updated

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  • eymen-elkum
    replied
    It is possible but needs some coding,

    If u have the advanced pack you may need less coding but will still need,

    You can make a new workflow for the "Note" entity, where your stream notes hold,

    Then you can select action to run service,

    https://www.espocrm.com/features/add...-for-workflow/

    The service code which check if parentType === 'Account' then you will fetch that account and update it:

    Leave a comment:


  • nicola883
    started a topic Select accounts that have the stream updated

    Select accounts that have the stream updated

    Is it possible to select accounts that have a note in the stream set in a period?
    I would like to know which accounts have been contacted. Although we have not created an opportunity every time we have reached an account, we have always added a note.
    Thank you.
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