XPM - Allow Practice Staff to Edit Contacts, Groups, and Relationships without Full Edit Access
Have a separation of Client Edit privileges to allow practice staff to edit Contacts, Groups, and Relationships without having full edit access (e.g. will not be able to edit client address, email address, Agent, etc)
Julie Heard commented
Joey Bienke commented
Fantastic idea this would really help our practice.
Christie Maitland commented
This would be a great feature without allowing the staff to have full edit access to the client's details.
Katrina Lucas commented
In order to do tax returns you need to edit relationships so this enhancement would benefit us greatly as well to allow efficient preparation of tax returns.
Jenna Liddle commented
Great idea, this would assist in our team being a lot more efficient.
Nathan Hampson commented
Great idea. Please implement this!
Debbie Cochrane commented
Important - would also like to be able to edit addresses and names too!
Mitch Bonner commented
Pradipta Niraula commented