CRM Idea Center
Add a new idea Subscribe
Created by Jessi Owens
Created on Apr 2, 2024

RELATED IDEAS

Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit CRM-I-524 CRM>Implement Field Locking for Enhanced Data Integrity.

Lock down account profile updates Merged

Within the CRM tool itself, lock the ability to change account name to Trella Health team members only. The updates would then need to be made in the Admin Console versus within the CRM.