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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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   Chrisi Hanson commented  ·  Jul 10, 2019  ·  Delete…

   We would like all users to see all emails to\from "contacts". We do not want all users to see all emails.
   Restricting access to Today - Email. Would eliminate that.

   Same with Reports, Email Reports, Reports By Contact (why do ALL emails have to show up there prior to selecting a specific contact).

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   Chrisi Hanson supported this idea  ·  Jul 10, 2019