With increasing cybersecurity concerns, advisors and staff often need to check contact information to process an e-signature request or make an outbound phone call. Standard process is contact information must be at least 30 days old before it is considered legitimate. The problem is these changes often occur separately, so without a quick way to see contact information was recently changed, it's easy to miss this step. 

Solution would be for AE CRM to flag contact information for 30 days after changes, in order to alert staff to use previous contact information and dig further before proceeding with a request. Thank you!