the company name is accidently being changed by team members and they system has not tracing or accountability t make this stop or retrain those who do it - also as the details dont sink when updating between unleashed and prospect we cant find the customers once a mistake is made
Hi Megan, there is a new feature that does some basic two-way syncing with Unleashed accounts (including the company name). At the moment (due to some limitations in the Unleashed API) this is limited to basic fields at the moment but we hope to improve that over time.
If you want to give it a try, you can turn it on via the setting: https://crm.prospect365.com/settings?search=two%20way%20sync
And, please let us know how you get on as this is a new feature and we're keen for feedback.
Also, seperately to this we're looking at adding some audit logs to track changes to records. Initially this is aimed at tracking create and (more specifically) record deletion... but we are considering more comprehensive audit logs for company name changes etc. If you want to see more of that, I'd suggest voting on this idea: https://prospect365-ideas.ideas.aha.io/ideas/SPA-I-2422