I am trying to figure out how to create a field that will update every time the "CLIENT STATUS" field is changed and maybe another field that says how many days that record has been in that status. Any ideas? Thanks!
Hey there! For the first field request, on getting a field that will update everytime the "CLIENT STATUS" is changed you can use the field type Last Modified Time and select the specific field. This will update the timestamp with the last modification on the selected field
You can set up a formula field maybe called "time_in_status" that uses the field explained above and the following formula
You can also use TODAY() instead of NOW(). Only note about this formula field is that it will reset everytime the client/record changes status. So if you'd like to keep historical track of the days in status, you would need up to set up some status timestamp scheme