Ability to set privacy settings to client account values
We are wanting to set privacy settings to Client Account Values. We We have multiple advisors that share a crm w/ privacy settings for notes and activities just for their team. The date base owner and admin have access to see all the accounts. This works great, except that any user can click on AUM from dashboard and proceed to see client name, account type, and balance. This is would be great to be able to set privacy settings to this as well.
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This 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!