Add permission to Accounts within a contacts record NOT on the Contact.
Currently permissions are only available for the entire contact record or notes. It would be helpful for compliance if we were able to set permissions on individual Account numbers so the client record can still be viewed by staff, but certain Accounts are only available to the selected team handling those accounts.
To work around this I will currently need to create another contact record to put the specific Account in, but this may create issues down the line.
This idea "Add Permissions to each Account" was already suggested and Redtail said it was 'COMPLETED' but it doesn't look like what they were really asking for was done like requested. Redtail Development Team added the ability to permission the AUM based on the Contact Records permission feature, but what was asked to do was 'Add permissions to accounts instead of having it only at the parent (contact) level.' - Why do requests for updates seem to be misunderstood????