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Categories Accounts & Contacts
Created by Madison Burns
Created on Dec 16, 2022

RELATED IDEAS

Audit Trail of Ownership Changes/Requests

It would be beneficial to see an audit trail of an individual account, contact, or referral where the ownership was requested, approved/denied, or changed and all users involved.

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Add a change history log for Accounts and Contacts in the CRM.

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It would be helpful if historical changes to accounts or contacts in the CRM were logged somewhere that admins and users could view. This way they could determine when changes were made to accounts or contacts, what the change was, and who made th...
Ashley Scrimo 8 months ago in Accounts & Contacts 0