Thanks in advance. And sorry if this has already been answered. I couldn't find a good post about this.
Developing a base to track opportunities based on a weekly call and ~20 columns of relevant data in many different data formats. I'd like to use one table to use as the working table and another that shows the opportunity and its revision history as the working table gets populated. What is the best way to go about this?
For example, each week we may populate a "Progress" field that is a few bullet points on progress made and obstacles. I want to somehow populate another table that allows selection of a particular Opportunity shows the history of the each of the 20 (now 19 since Opportunity is not longer a column) columns in an easily digestible format.
I need a way to very quickly populate the working table and a method to quickly review the resulting history of the data. Thanks a lot!
The way we are handling it now is in OneNote and copy/pasting the previous revision to a new tab and dating it. This makes it difficult to see revisions over time as our opportunities can take years to fully develop.
I don't think the revision history capability is what I'm looking for.