Liaison EMP

Allow editing touch-point notes in a record after saved

Sometimes a user saved a touch-point before they should have, or chooses the wrong t-p because of a mouse scroll or something. I'd like the option to click an edit link (this would only be possible by the person who created it or maybe would come with an accompanying permission group setting so admin groups could also make such edits.)

Currently, users are forced to delete incorrect touch-points and create new ones - this makes their user audit screen really challenging to read sometimes since adding and removing touch-points show in the same list there.

  • Guest
  • Nov 27 2017
  • Community Discussion
CRM
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