Org and Contact Profile Verifications
Currently to have any sort of verification process on org profiles and contact profiles being up to date one has to use statuses and workflows to push them back and forth and this is the best practice for verifying these are up to date when submitting an application.
Many clients request the ability to check whether these have been updated recently by the applicant as part of the application submission process. It would be nice if there was a way to enforce that applicants confirm their org/contact profiles are up to date without having to configure statuses. Similarly with the statuses there's no way to confirm whether an applicant last modified or staff, so an applicant could go in and update one day and then the status change triggers the next. If this were a configurable feature similar to privacy policy acceptance and could be referenced as part of application submission that would be ideal.
As a configuration setting in the org and contact tabs, this would be much easier for a client to maintain themselves.
Carolyn Bringman
shared this idea
