Automatic Spouse Contact Record Should Inherit Permissions
An automation exists to permission new contact records to the associated advisor, so other advisors cannot see that advisor's contacts. This is a compliance requirement and Redtail has this functionality. However, When a spouse record is created automatically from a contact, it does not get the permissions that are assigned to the associated Contact - even though is has the same information as the contact that the automation uses to assign permissons.
This is causing a compliance issue as the spouse record can be seen by other advisors. Can you please 'enhance' the system to apply the same permissions to the automatic, add on spouse contact record?
Yes, I know there are manual workarounds, but even using these workarounds creates a compliance issue because the spouse record will be open to other advisors for some period of time.
Steve
shared this idea
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Jamie Hornback
commented
This has always been an issue. We have used RT since 2017. We enter each person individually, then marry them in the Family screen.
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Travis Crowell
commented
I have the same request. Please advise if this is being worked on.