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Client Detail Changes

Brad Podzius

June 05, 2019 13:59

None

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• Feature Request: Integrated client detail change request form

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2 comments

• 0
  
  Michelle Harris July 10, 2019 10:45

  Can we have more info please Brad

• 0
  
  Brad Podzius July 10, 2019 13:26

  When a user needs to update anything in the Client Details, a communication to the "owner" is required as not all users have write access to such info.  A button on the Client Details dashlet would pop-up a form to fill out and the info would be sent via an alert to someone to review and make the change.  

   

  Hope this helps,

  Brad