At present, there is no way to re-instate deleted tasks, workflow or other inputs to PlannrCRM. Therefore, if you accidentally delete a task, workflow or other input you then need to remember and re-key the 'thing'. Would it be possible to add a 'Trash Can', similar to Windows, to the system?
This then got me thinking about auditing tasks and workflows. It would be beneficial from a compliance point of view to audit deletion actions of client accounts. I have been informed that it is not possible to audit deletions on PlannrCRM, could this be changed?
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Accepting Feedback
Feature Request
Tasks
About 2 years ago

Noel Watson
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Accepting Feedback
Feature Request
Tasks
About 2 years ago

Noel Watson
Get notified by email when there are changes.