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Ideas Hub: Forms & Charts

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allow us to limit which forms employees can see to help us with solicitation issues

1 vote

Ashley Stearns shared this idea · Mar 12, 2026 · Report… · Admin →

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Ashley Stearns commented · March 12, 2026 10:45 AM · Report

we spend hours a day downloading and uploading forms to protect client info from staff.

just allow them to see the forms we need them to see! please! let us choose which ones

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