allow users to get wealthpoint | Ideas for Blackbaud CRM and BBIS

allow users to get wealthpoint updates for group as consultant without granting full administrator rights

Currently users must have full admin rights to get wealthpoint updates for group as consultant. We would like to be able to assign this in a security group so that consultants don't need full admin rights.

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Jun 29 2015

Blackbaud CRM / Wealth and Ratings

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allow users to get wealthpoint updates for group as consultant without granting full administrator rights

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