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Enable Default Filter Configuration for Change History Tab in Fusion Sales

in Sales 1 comment

Summary: We are looking to the “Change History” tab to default to a predefined setting in the opportunity object. So we don’t have to set criteria every time I view Opportunity History. Additionally, we want increased visibility into “Change History” without manually changing the field settings


The default criteria for the Change History tab is set to:
• Date [BEFORE] [Today’s Date].
• When navigating to the Change History tab from the opportunity the default filter is automatically applied.
• Users can still modify the criteria if needed.
• The system should persist this default behavior across sessions unless overridden by the user.

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