Lockdown of a field
I think the system needs an option to lock down a field so that agents can only add to this notes field and cannot delete it. So there are continous notes being added to an account. A description field would work the best.
The ultimate goal is to have continous notes about any record so Brian can search for key words in the advanced search to see if they want to re-sell these people 6months to a year later etc.





Field Lockdown
Specifically the notes field should be protected. We continue to cycle our leads from one agent to another until we get a 'close'. It would be great if the intergrity of the historical notes captured over the life of a lead were protected. Right now, the notes field can be deleted.
We have added the 'log changes' tracker to just about every field to guarantee the integrity of the lead as well as the honesty of the agents but a protected field would be more efficient.
Elin McNally, Director
New Business Development
MDeverywhere, Inc.
631-2332-4260 ext. 225