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Amy Deptula

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  1. Permission Folders

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    35 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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    Amy Deptula commented  · 

    Since imaging is being sold as a compliant add-on, it needs to be compliant at the user level as well as the system level especially in multi-advisor offices! If any advisor with a RedTail login can see all clients in imaging, it's not really compliant, is it?

    Amy Deptula supported this idea  · 

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