FAQs in this section
What is an Organization? 
How do I add an Organization?
How to edit an Organization record?
Can I edit more than the Organization record? 
How do I delete an Organization record?
What will happen if I accidentally delete an Organization record?
What is One View in the Organization module?
How do I communicate with a Contact from an Organization record?
How can I find out when and how I last contacted an organization in the Organization module?

How do I filter reports for Organizations that were activated earlier?

Follow the steps below to add the activation date field in reports:

  1. Create a custom date field in the Organization module named Activated Date.
  2. Set up a workflow with the following configuration:
    1. Condition: Organization status has changed to Active.
    2. Action: Update the custom date field (Activated Date) with the modified time.
​​​​​​​​​​​​​​Once configured, you can use the Activated Date field as a filter in your reports to view records based on the required date range
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