Hi all,
We’re keen to start using the Trust functionality in CAS360 and a couple of the partners were going to put their info in as a bit of a guinea pig to test out the minutes etc. In AE, the partners have their financial data restricted so that employees can’t see any of their personal information, and we also have have some clients who are very particular about only certain staff members seeing their records (we often have spouses of employees working for clients etc).
Do we have that capacity in CAS at all?
Cheers, Bianca