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)
55
votes
BDO Client Services
shared this idea
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Jenna Liddle
commented
Great idea, this would assist in our team being a lot more efficient.
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Nathan Hampson
commented
Great idea. Please implement this!
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Debbie Cochrane
commented
Important - would also like to be able to edit addresses and names too!
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Mitch Bonner
commented
Please
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Pradipta Niraula
commented
Yes