Block viewing rights to individual investment accounts within a particular client's account.
It would be helpful to block viewing rights to individual investment accounts within a particular client's account, without blocking the entire client's record. We have some staff members that have been able to integrate their outside investment accounts into their own Redtail client records, but do not want the entire office to view these outside investment accounts.
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Karin Rittenhouse commented
It would be helpful if one could restrict which user can see a client account. Our employees should all be able to see client records but we don't necessarily want them to see all client's accounts if at all possible.