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1. Customize Email viewing permissions

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   56 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Dan commented  ·  Aug 13, 2019  ·  Delete…

   This is a big deal. Employees have to be able to see all e-mails from/ to clients (even when the employee is not in the to: bcc: or cc: address fields ) but should NOT be able to see all the company's e-mails (i.e. compliance, personnel, payroll-related or even e-mails between employees). Please get this fixed. It has been 6 years.

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   Dan supported this idea  ·  Aug 13, 2019