Contact permissions
Create a setting for team members (users and/or roles) to be able to see the contact level information of a client, but nothing at the account level. We want them to be able to see that we have the client in the database, but not want them to see any of the account financials. This protects our high net worth clients who do not want to be visible across the agency, but allows all the advisors to know if they are a current client when networking/cross-selling.
3
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Amber
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