Name of Feature/Request:
Account Notes Audit
What financial, time savings, or quality of life improvements will occur from this:
Audit who is putting in Account Notes and when.
Attempted Solutions So Far:
Add and Entered By [[Employee Name]] on [[Entered Date]] like the Notes LogOriginal Description: | Frequency: daily
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished:
When Account Notes are used they are displayed everywhere the Account profile is used. There is currently no tracking on who entered these note or when. When Account Notes are used they are displayed everywhere the Account profile is used. There is currently no tracking on who entered these note or when.
StrivenID: 2536790