When sharing critical information about contacts within a firm, it is extremely helpful to be notified of significant data changes. Communication of changes is often the best way to ease information sharing concerns, and Data Change Tracker allows users to know what is happening to their data.

ContactEase can now automatically email reports to users, displaying changes made to their contacts, and reflecting information before and after any change, including who made the edits. The report contains summary information about which contacts are shared with other users, as well as those that are unique.

The summary report displays the number of contacts: a user has, that are unique, shared, shared by one or more users. The values returned can be clicked on as links, returning a list of the individual contacts.

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2018 LMA Annual Conference

Date: 04/09/2018 - 04/11/2018

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Date: 05/03/2018 - 05/06/2018

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