Add Permission to View ACH Details in Profiles
We would like to see a permission setting that would allow users with that permission to view the full Account number entered into ACH Settings. Today, our only option is to Configure the settings or Clear the Settings.
We would like to the option for a small number of users to be able to view the settings (including the full account number).
This would be helpful when we need to confirm that the account number entered. It would also be helpful if we need to clear the settings to merge into another record and add the settings back after the merge.
Michelle Schneider
shared this idea
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Frannie Powers
commented
This would be so much more efficient for double checking. We currently have a process that involves Jotform, the bank website, and Foundant and if we could cut the Jotform step out it would speed up the process.
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Freddie Garcia
commented
While you're there adding this permission. It would be really cool to have a field in a reporting object that indicates whether the ACH value has been configured. Maybe a boolean field such as "ACH Configured" True/False. I understand not having the value of the ACH in a reporting object for security/privacy but reporting just need to know if there is something there. Also, I know it's not the correct idea for this but a boolean for the SSN also? :-)
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Sally Weldon
commented
Please, like SSN, ACH settings should allow a restricted group to display.
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Susan Harmon
commented
Crucial for double checking**
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Angela Woodson
commented
This is important to my organization.