Q: Checklist on Records has a bug

I duplicated Tom the client's record with the checklist and did not check the assignees. I then manually assigned John the specialist to a record. When John or an Admin selects a checkbox on John's record, the record appears on Tom's screen. Then when Tom refreshes, the record disappears again. We don't want Tom to see any records he's not assigned to. He is a client and should not see other client cards. How do we fix this? I'm happy to hop on a call

ash530Dec 18, 2024
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