From the Knowledge Base: Forgetting to Use Enter Data As Mode
Have you ever started entering data on a client and realized you forgot to enter EDA mode? Unsure if you need to fix this? EDA is all about giving the right people the right access to the right data. If you forget to enter the right EDA provider, the data you are entering may not be visible to the right people or vice versa! Not sure how to fix it? Well, we have a resource for that.
This article on Forgetting to Use Enter Data As Mode, located in the Knowledge Base, will provide you with the best practice steps on how to correct this.
If you’re still unsure or have questions, please contact us at mnhmis@icalliances.org.