User Settings - Option to update name without changing historical data in org
Allow to change user name for a specific email, without changing the name on 'ALL" historical notes on profiles.
Currently, if i have a new user/employee doing the same roll and a previous user/employee, with the same email/log in; if i change this user name, ALL of the notes for that email account log in get changed to the current user name, so it is difficult to make out who actually made that/those notes without looking at the dates to work out when that person/started or left the role!
Deborah Hough
shared this idea
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Travis Penglase
commented
You can update the email address accounts@xx.xx to olduser@xx.xx. Then once this email has been updated, invite accounts@xx.xx in as a user to the organisation again and set up this account when you accept the invite.
By doing this, any transactions created by the old user will be associated with this old account and will show this way in the History and notes, while any new transactions created by accounts@xx.xx will then show under the new user.
The old user account can then be deleted.