CRM Administration: View Created Date for Entity

Uncover the Creation Date of Your CRM Entity with These Tips and Tricks

Are you tired of trying to guess when an entity was created in your CRM system? Do you find yourself constantly searching for that elusive date and coming up empty-handed? Fear not! With the right tools and techniques, you can easily view the created date for any entity in your CRM system.

In this article, we’ll explore everything you need to know about CRM administration and how to view the created date for any entity in your system. Whether you’re a seasoned CRM admin or just starting out, these tips and tricks will come in handy when managing your CRM database.

Introduction

As a CRM administrator, you’re responsible for ensuring that the system is running smoothly and efficiently. This means managing data, creating custom fields, and overseeing user access, among other things. One of the most important aspects of CRM administration is keeping track of when entities were created.

Knowing the creation date of an entity can be beneficial in several ways. It can help you determine when a lead or opportunity was added to the system, which can be useful for tracking sales performance. It can also help you identify duplicate records and clean up your database, saving you time and effort in the long run.

In this article, we’ll explore how to view the created date for any entity in your CRM system, regardless of the platform you’re using. We’ll cover various methods and techniques, so you can choose the one that works best for your needs.

Why is the Created Date Important?

The created date of an entity is an essential piece of information that can help you manage your CRM system more effectively. Here are some of the key reasons why the created date is crucial:

Reason	Explanation
Tracking Sales Performance	Knowing when a lead or opportunity was added to the system helps you track sales performance and analyze trends over time. This can help you identify areas for improvement and make data-driven decisions.
Identifying Duplicate Records	By knowing when an entity was created, you can identify duplicate records that may have been added to the system multiple times. This can help you eliminate redundant data and keep your database clean and organized.
Compliance and Regulations	Depending on the industry you’re in, there may be specific compliance and regulatory requirements for how long you need to keep certain records. Knowing the creation date of an entity can help you ensure that you’re meeting these requirements.

What is an Entity?

Before we dive into the specifics of how to view the created date for an entity, let’s define what an entity is in the context of CRM. In CRM systems, an entity represents a type of record, such as a lead, opportunity, or account. Each entity has its own set of attributes or fields, which store specific pieces of information about that record.

For example, a lead entity might have fields for first name, last name, email address, phone number, and company name. An opportunity entity might have fields for deal amount, sales stage, close date, and probability of closing.

What CRM Platforms Can You View the Creation Date for an Entity?

Not all CRM platforms make it easy to view the created date for an entity, but most provide some method for doing so. Here are a few examples of popular CRM platforms and how you can view the created date for entities:

CRM Platform	Method for Viewing Created Date
Salesforce	View the “Created Date” field in the entity’s record details page.
HubSpot	View the “Created By” property in the entity’s record details page.
Microsoft Dynamics	View the “Created On” field in the entity’s record details page.

CRM Administration: View Created Date for Entity

Now that we’ve covered the basics, let’s dive into the specifics of how to view the created date for an entity in your CRM system. Here are five methods you can try:

Method 1: View the Entity’s Record Details Page

The simplest method for viewing the created date of an entity is to look at its record details page. Many CRM platforms display the created date as a standard field on this page.

To view an entity’s record details page:

1. Navigate to the entity you want to view.
2. Select the entity to open its record details page.
3. Locate the “Created Date” field. This may be located in a different section depending on your CRM platform.
4. Note the created date for that entity.

Try this method first, as it’s the easiest and most straightforward. If the created date isn’t displayed on the record details page, try one of the other methods below.

Method 2: Export Entity Data to Excel

If you need to view the created date for multiple entities at once, exporting the data to Excel can be a helpful option. Most CRM platforms allow you to export records to a CSV file, which you can then open in Excel and sort by the “Created Date” column.

To export entity data to Excel:

1. Navigate to the entity you want to export.
2. Select the records you want to export (or choose to export all records).
3. Select the “Export” option and choose to export the data as a CSV file.
4. Open the CSV file in Excel.
5. Sort the data by the “Created Date” column to view the creation dates for each record.

Method 3: Use a Custom Report

If you need more flexibility in how you view the created date for entities, creating a custom report can be a helpful option. Most CRM platforms allow you to create custom reports that include specific fields and filters, so you can view only the data you need.

To create a custom report:

1. Navigate to the reporting section of your CRM platform.
2. Select the option to create a new report.
3. Choose the entity you want to report on and select the fields you want to include.
4. Add a filter for the “Created Date” field and set the appropriate criteria.
5. Run the report to view the created dates for the selected entities.

Method 4: Use an API

If you’re comfortable working with APIs, you can use your CRM platform’s API to retrieve the created date for any entity. This method requires some programming knowledge and may not be suitable for everyone, but it’s a powerful way to access CRM data programmatically.

To use an API to retrieve the created date:

1. Consult your CRM platform’s documentation to learn how to access entity data via their API.
2. Write a script to retrieve the data for the entity you’re interested in.
3. Extract the “Created Date” field from the API response.
4. Process the data as needed.

Method 5: Use a Third-Party Tool

If you’re looking for an easy-to-use solution for viewing the created date for entities, consider using a third-party tool. There are many tools available that integrate with popular CRM platforms and provide additional functionality, such as data visualization and reporting.

To find a third-party tool:

1. Research third-party tools that are compatible with your CRM platform.
2. Select a tool that suits your needs.
3. Configure the tool to access your CRM data and view the “Created Date” field.
4. Explore the additional features provided by the tool.

Frequently Asked Questions

How can I view the created date for custom entities?

The process for viewing the created date for custom entities varies depending on your CRM platform. In general, you’ll need to create a custom field to store the creation date for each entity. You can then use one of the methods described above to view the value of this field for each entity.

Can I view the created date for deleted entities?

In most cases, you cannot view the created date for deleted entities. Once an entity is deleted, its associated data is typically removed from the system permanently.

What’s the difference between the “Created Date” and “Modified Date” fields?

The “Created Date” field represents the date and time when an entity was first created in the system. The “Modified Date” field represents the date and time when the entity was last modified.

Why can’t I see the “Created Date” field on my record details page?

The “Created Date” field may not be visible on your record details page if it’s been removed or hidden using customizations. If you can’t see the field, try using one of the other methods described in this article to retrieve the created date for your entities.

Can I view the created date for entities that were created before I became a CRM admin?

In most cases, you can view the created date for entities that were created before you became a CRM admin. The created date is typically recorded automatically when the entity is created, regardless of who created it.

Can I use the created date to identify duplicate records?

Yes, you can use the created date to identify potential duplicate records. If two entities have the same or similar created dates and other attributes, they may be duplicates. You can then investigate further to determine whether they should be merged or deleted.

How often should I check the created date for entities?

The frequency with which you check the created date for entities depends on your organization’s needs and processes. If you’re actively tracking sales performance, you may want to check the created date regularly to ensure that all opportunities are being added to the system in a timely manner.

Can I customize the “Created Date” field?

In most cases, you cannot customize the “Created Date” field, as it’s a standard system field. However, you can create a custom field to store additional information about entity creation, such as the name of the user who created the entity.

How can I view the created date for entities in bulk?

You can view the created date for entities in bulk by exporting the data to Excel, creating a custom report, or using a third-party tool. These methods allow you to view and manipulate data for multiple entities at once.

Can I view the created date for entities in real-time?

Yes, most CRM platforms allow you to view the created date for entities in real-time. The created date is typically recorded automatically when the entity is created, so there’s little to no delay in accessing this information.

What’s the best way to view the created date for entities?

The best way to view the created date for entities depends on your specific needs and preferences. Try using each of the methods described in this article to determine which one works best for you.

How can I learn more about CRM administration?

If you’re interested in learning more about CRM administration, there are many resources available online. Consider taking a course, attending a conference, or joining a forum or user group to connect with other CRM admins and learn from their experiences.

Conclusion

Viewing the created date for entities is an essential part of CRM administration, as it can help you manage your database more efficiently and effectively. With the tips and tricks described in this article, you can easily view the created date for any entity in your CRM system, regardless of the platform you’re using.

Remember, the created date is just one piece of information that can help you make informed decisions about your CRM data. By combining this information with other metrics and insights, you can gain a comprehensive understanding of your CRM system and drive better results for your business.

Closing

Thank you for taking the time to read this article on CRM administration and viewing the created date for entities. We hope you found the information helpful and informative. If you have any questions or comments, please feel free to reach out to us.

As always, we encourage you to continue exploring the world of CRM administration and learning new techniques and best practices. By staying up-to-date with the latest trends and technologies, you can become a more effective and efficient CRM admin and drive better results for your business.

Good luck and happy CRM-ing!