Create data add/update request functionality with a back end admin piece

Very few users should have permissions to add or update biographical, relationship, employer information, etc. on a constituent record in an enterprise system. Functionality should be added to CRM to allow users to request data additions and updates so the data entry staff can review the requests and implement them based on the business rules and data standards of the organization. An admin piece for data entry to receive and manage the requests should be included in this as well as an alert mechanism that will send email alerts to the users upon submission and completion of the requests. UNC has built this functionality through the SDK and several of our peers have asked us about this because it is something they needed as well. We are happy to show you what we've done...and the changes we hope to make in the future to make it easier to use for both our users and data entry staff.
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  • Jun 29 2015
  • Reviewed: Voting Open
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