Create an Edit Approval when ConnectRE makes a change to a record or Create somewhere to view edit history

At our school we are having issues figuring out why our records keep changing names, deleting data, importing incorrect address, etc. We've also lost payment information which has made recurring gift giving a nightmare.

We've spoken to our CSM about this and as a temporary solution, we've decided to disable ConnectRE because we can't figure out where this data is trickling down from. We suspect another department but we haven't figured out who.

It would be great if there was some sort of pop-up for the admins that said something like, "[Employee Name] has changed this record. Accept this edit?" before data changes entirely. Or some sort of edit history of records' changes.

  • Guest
  • Mar 9 2023
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