Skip to content

Rick

My feedback

2 results found

  1. 75 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    10 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Rick commented  · 

    Yes, we have management related emails that the Administrator (me) needs to have the option to remove from the record. These are confidential HR related emails being stored in a record that every employee at our firm can now view which is completely inappropriate. This flexibility needs to be added ASAP.

    Rick supported this idea  · 
  2. 17 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Rick commented  · 

    This is our situation exactly and it must be fixed ASAP! We don't rely on Redtail for email archiving for compliance purposes and there are management related emails and an offer letter sitting in the email archive for everyone at the firm to see!

    Rick supported this idea  · 

Feedback and Knowledge Base