Track Updates/Change Log through TimeStamps & Users
A
Anita Taft
The account owner needs to have access to this information as we have had several instances where I need to know who made a change to an event and cannot figure it out - when calling PV, they cannot access this information either. Considering shopping around for new software as this is an important feature for our business.
J
Joanna Fenerlis
Merged in a post:
Employee Lead Ownership/Stamp
A
Anita Taft
We have several team members and have had several instances where we cannot figure out who sent an email, changed a proposal, etc. We NEED a setting to have leads assigned/owned to an employee...or some kind of drag down that shows a timestamp of who opened the lead last
J
Joanna Fenerlis
Merged in a post:
Employees
A
Anita Taft
Ability to see the name of the employee that created a lead, and who last made changed to/accessed an event.
J
Joanna Fenerlis
Merged in a post:
Activity Log for Changed fees
W
Winand Gómez
Ability to see a log of all the times that taxes and fees have been changed within events.