Custom Export Include Assigned Permission
It would be helpful to be able to include the assigned permissions in a custom export to make it easier to review which contacts are assigned to which permissions.
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Anonymous
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Leo O'Connor Jr commented
I'd love this so if the servicing and writing advisor are people that don't normally work together I'd be able to find those instances of where the permission fields aren't right. So if Advisor A was servicing advisor and I set them to be the only one to see that client that is fine if they are also the writing advisor. But if Advisor B is the writing advisor then I need to be able to see the contacts where they are writing but not servicing and they aren't permissioned to see the contact so I'd be able to fix that so both Advisor A and B could see the contact.