Specialty Ideas

10 Vote

Ins Profile: Security to track who created the Profile

Advantage: Security or field in profiles that would track when a profile was created and by what user
  • Guest
  • Feb 4 2019
  • Future consideration
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  • Janette Whittington commented
    November 03, 2021 15:17

    Strongly agree - With multiple locations and many hands in the insurance profiles, it would be beneficial to know who edited / created an insurance profile - date / time / user / change of carrier, employer group - this would also help when a "master" profile is overwritten in order to quickly fix it again.

  • +10