One of the things we see as a huge advantage to Trackvia is the ability of multiple users to view records at the same time. However, there is one downside to this: recently, one of our Admin team accidentally erased a lot of data entered into a record by one of the Business Managers. She actually found the problem herself and brought it to my attention, as she was very concerned that the change-log showed her having made all of these changes she had not made. I was concerned a prankster had made use of her account, but it turned out this was not the case. Instead, while the Business Manager was editing the record, she had opened it on another PC. He hadn't saved his changes yet, so she opened an unedited version. Then he saved his changes while she had the record open, and when she subsequently saved the record, the system read this as her having deleted all of his information. This is the first time I am aware of this having happened, but it will inevitably happen again. Can you set up some sort of 'do-you-really-want-to-proceed message when a person tries to over-save with an older version of a record? Or maybe when someone closes a record, any fields they haven't touched won't revert if someone else has edited them in the meantime?
Comments
We will be addressing this concern with a future update but it is not something that is currently in development. It is generally pretty rare for this exact scenario to occur and with the change history you can easily identify and restore any lost data which makes this less of a priority than other enhancements and upgrades we have on our roadmap. We appreciate the suggestion and will work on getting this built into TrackVia.