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CRM Idea Center
Categories Accounts & Contacts
Created by Guest
Created on Dec 18, 2023

CRM>Implement Field Locking for Enhanced Data Integrity

We propose the implementation of field locking for certain critical fields in Accounts, ensuring data integrity and preventing unintentional edits. Additionally, we aim to extend this feature to Contacts, specifically focusing on those originating from HCHB to maintain consistency and reliability in the information.

Key Features:

  1. Account Field Locking:

    • Specify critical fields in Accounts that should be locked for editing.

    • Prevent unintentional edits and maintain data integrity.

  2. Contact Field Locking (HCHB Integration):

    • Extend the field locking feature to Contacts, with a focus on those imported from HCHB.

    • Enhance consistency and reliability of contact information.

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