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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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   Eric commented  ·  Feb 21, 2014  ·  Delete…

   Yes, what's more, if permission is open, then any employee can enter another employee's email into ANY record and see all of their email communication! However, if it is restricted, then the restricted employees can ONLY see email in which they are involved. So, if I have a lengthy email exchange with a client, my assistance can't see that.

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   Eric supported this idea  ·  Feb 21, 2014