Personal Identifying Information Permissions
There needs to be a type of access or permission for basic office staff that needs to see contacts to schedule appointments, etc. but there is NO need for them to be able to see the clients personal identifying information such as DOB and Social Security numbers. (Ex: receptionist who only needs access to the client to make appointments on the calendar)
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!