In Government CRM is used for official records. At the moment data needs to be copied from the CRM to an approved record keeping system.
CRM records consequently need fields related to record keeping (retention period, record type, etc)
CRM records also need fields related to security classification e.g. In-Confidence.
CRM records also need to be able to be restricted to specific groups of people for records deemed "sensitive" e.g. in general Cases are viewable by all users but some Cases (perhaps of a politically sensitive nature) should only be viewed by a designated team.
PS I like the idea that an entity can be made up from a group of "sub-entities"
In Government CRM is used for official records. At the moment data needs to be copied from the CRM to an approved record keeping system. CRM records consequently need fields related to record keeping (retention period, record type, etc) CRM records also need fields related to security classification e.g. In-Confidence. CRM records also need to be able to be restricted to specific groups of people for records deemed "sensitive" e.g. in general Cases are viewable by all users but some Cases (perhaps of a politically sensitive nature) should only be viewed by a designated team. PS I like the idea that an entity can be made up from a group of "sub-entities"