Trace Mandatory Field Object For Free
Note: Integration described on this webpage may temporarily not be available.
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Consultant in Financial Services
2018-01-17
Rick Mesias
2019-08-15
Pdffilter refunded my payment since my…
Pdffilter refunded my payment since my PayPal was automatically charged.I was only using their trial services. So I am happy that they were helpful to refund me without questions. Great job.
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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
How do I enable field history tracking?
From Setup, click Object Manager and select Account. Select Fields & Relationships, and click Set History Tracking. Select Enable Account History, then select these two fields to track: Has Support Plan. Support Plan Expiration Date. Click Save.
How many standard or custom fields are available for history tracking?
2 Answers. You can track unto 20 standard and custom fields per custom object. To track field history for custom objects: From Setup, click Create | Objects.
What is Track Field history?
Field History tracking is a method where we can track the changes that happens to a field. The field history tracking can be done for custom objects and standard objects.
Why can't I report on the field history tracking of my custom object?
Reporting on field history tracking of a custom object is not available if the object is a detail of a Master-Detail Relationship. Reason: The existing reports can't drive sharing from another table.
How long is field history retained?
Field history data is retained for up to 18 months through your org, and up to 24 months via the API. You can track the field history of custom objects and the following standard objects.
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Ability to add notes to PDFs for my clients. It really does help answer questions for them much faster and help them understand the document better.
What do you dislike?
I wish I could merge and rearrange documents without it costing more to upgrade to do so. Would also be nice if If could set two password when securing a file. One for client and my master password
What problems are you solving with the product? What benefits have you realized?
Being able to mark up pdf documents for my clients that otherwise I could not. I like the pen option to call out important numbers for them to review. Being able to highlight where there signature is needed is an added plus