Change Servicing/Writing Advisor -- Optional Rights For Database Users
The current set up allows the database owner to prevent users from changing the servicing advisor and writing advisor fields. However, it also prevents those users from completing those fields when they add a new contact. We would like everyone in our office to be able to input these fields initially (when they add a new contact), but not have the ability to change it once the contact record is created. We've had a producer be a bit sneaky here and there in past CRMS and switch contacts to their name, so we would like to avoid this issue altogether.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!