History & Notes - Give access to Standard user
It would be nice to be able to give access to the History and Notes to Standard users. Right now it's only visible for Advisors while I believe this is a feature that could be useful to Standard users as well.
1
vote
Guillaume Savage
shared this idea
Thanks Guillaume that's good context to know. We don't have any immediate plans around this at present but we'll begin to track the appetite here and share if there's any plans made.
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Guillaume Savage
commented
Yeah, it's when you realise you made a mistake recently and being able to view what you did in the last hour can be quite useful.
To be honest, I give my clients who do their own bookkeeping the advisor role because of this, while the standard one would be best so they don't see features they should not use.