1 votes

Restrict the records a user can view based on the constituent type. For example a trust fundraiser is restricted to only be able to view trusts. As well as enabling more security in larger teams or consultants this would make the platform more flexible for smaller charities - you could manage your volunteering using donorfy if you could restrict your volunteer coordinator to only view volunteer constituents for instance - for crossover with donors you would restrict them from financial data.

Suggested by: Jane Griffin Upvoted: 09 Jan Comments: 0

Under consideration

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