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:
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Select accounts that have the stream updated
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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.Tags: None
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