Separate client contact info and tag permissions
We use the tag system heavily operationally, so all our team members need to be able to see tags. I would like to restrict service providers to limiting client contact information for important security and business protection reasons, but I can't because they would lose tag visibility which they need to perform services accuratly. Separating this in permissions would be a HUGE win for us.
3
votes
Cristina Wilson
shared this idea
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Jason Mazza
commented
Yeah, this! We are really struggling with this one. Tags are an essential part of our operational processes, but access to client contact info is not. These should 100% be split apart in the permissions.