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Carol Donnelly

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  1. Customize Email viewing permissions

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    56 comments  ·  Redtail CRM » Email  ·  Admin →
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    Carol Donnelly commented  · 

    There needs to be a feature for email archive where you can block certain staff members from seeing certain emails. For instance, if a staff member sends the advisor an email regarding another staff member this is going to be in the email history for everyone to see. There needs to be an option to block this without blocking that user from seeing everything.

    Also, if my advisor sends a contact an email it is in his email history for everyone to see. You should be able to block certain ones. He may have personal emails that the whole company should not be able to see.

    Carol Donnelly supported this idea  · 

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