The Confirmation of Record Status feature can be useful if you want to keep track in Raynet of who and when changed or checked a specific record and also signed under this action. You can find the Confirm Record Status op tion on the detail card of each Deal , Offer , Order and Project .
How to enable this feature
The Confirmation of Status feature can be enabled by an administrator in Settings » Settings evidence » here they will select for which record type they want to activate confirmation » toggle the function Confirming Status.
How the confirmation of record status works
We will demonstrate this feature on a Deal. After enabling the feature in Settings, we will go to the detail of the Deal. In the right part of the screen, at the very bottom, we will find the Stage Confirmation panel. Next to the panel title, a number is displayed, indicating how many times the status has already been confirmed. To the left of the title is a blue arrow, which you can use to expand the panel and view existing confirmations. You can add a new confirmation by clicking on the gray plus in the upper right corner of the panel.
After making another change to the Deal, you can repeatedly confirm the new status using the gray plus icon. In the Confirmation of Status panel, all these status changes will be displayed, so you will have an overview of what has happened with the Deal. For each status confirmation, you will also find an version number , which increases by +1 with each save of the Deal.
Tip: The status confirmation can also be used in Advanced Filtering .