Andrew Steele
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382 votesAndrew Steele
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111 votes
An error occurred while saving the comment Andrew Steele
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42 votesAndrew Steele
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261 votes
An error occurred while saving the comment Andrew Steele
commented
Thank you Evgeny for the comment and support. Yes, I saw several other posts requesting specific permission sets, and figured this would be a good way to address everyone's admin permission needs, including our own organization's. Thanks for the consideration.
Andrew Steele
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86 votesAndrew Steele
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6 votes
An error occurred while saving the comment Andrew Steele
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Our association uses a unique ID number issued by another organization. Many of our members do not have email, so it would be useful to check that this custom field is unique.
Andrew Steele
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163 votesAndrew Steele
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This would be immensely helpful. The log should record the change date, the admin or user that made the change, what field(s) were changed, and what it was before/after. Optimally, it should also have a Notes text area so that the person who made the change can log why the change was made (e.g. member called in with updated info, fixed a typo, etc.). This is especially important to us since we are a retirement association and members often don't remember the changes that they've reported to us. I've created custom fields so we can at least record the very last change to a record, but this is both inefficient for admins (have to go in and edit a separate section of the member's profile, enter in that day's date, note what type change, etc.) and doesn't keep a history of changes.