User Rights - Edit Contact Records
There needs to be several more user rights options. Add the ability for the database administrator to allow or disallow a user from editing a contact record. If you want to centralize the process in your office for who gets to edit records this is the way. There is currently a user right option to delete a record. Someone could still go into the record a compromise the data within the profile. Its the same as deleting it. We need this ability to turn on and off for specific database users.
Joseph Caputo
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Rita Dillow
commented
I believe User Rights should be limited to a few who manage the system. This has been one of the number one issues with our firm. This process is supposed to be a controlled process to ensure updates are made in all areas. Those that do not pay attention to this controlled process are making changes, but not communicating this or updating in all areas. So as a result, there is major confusion as to what information is the correct updated information for this client. PLEASE put controls in place!! This will make those of us who are maintaining the data base so happy. And the bonus is the information will be correct! Thank you. Rita Dillow, Ehlen Heldman & Co. (317)786-8001
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Anonymous
commented
I agree. Please add this feature! Too many folks in our office are changing information but they do not communicate the information so we can change ALL of our programs. Our process is if information needs to be changed you may change it but also create an activity assigned to a select few folks in the office in charge of changing all programs. The ONLY way we will get compliance with this is to remove the ability for them to make the change in the first place as Redtail is our go-to program for the most current information & contact instructions.
I have had to request Redtail restore data multiple times that users in our database have removed so I can confirm the proper details have been deleted in other programs to maintain our record integrity. It would be nice if the system could notify you when information is deleted, (i.e: Bob just deleted phone (000)000-0000 from XYZ record.) But I would prefer we stop Bob from deleting the phone in the first place. Data maintenance is a huge job, not having the ability to control it makes it a bigger job. I have automations turned on to inform me whenever any phones, address or contacts are added or updated. I spend a lot of time following people around cleaning up messes.
Another recommended solution for this issue is perhaps when any details in the contact card are edited, it could trigger a window that asks if a workflow or activity needs to be created, (i.e: I edit a phone number & when I click Save a window appears 'Click here to create a follow up activity. Click here to link a workflow.' And a 'No Follow up Needed' button in font size two and a half hidden in the corner, just in case. This might give us better success with compliance to our procedure and not need user rights to be limited.