Anonymous
My feedback
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488 votes
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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41 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
supported this idea
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Increase Email viewing; there should really be 3 levels of email viewing not just 2.
1. Non-Admins – can only see the emails they are included on (make default)
a. Not a true value add in my opinion because you can just do a quick search in our your outlook.
2. New Advisor Level – an Advisor can only see emails sent to their clients by any RedTail user
a. Client level viewing permissions restrict their access to certain clients anyway.
b. Basically this user does not have access to the top Email Tab. I believe this is the only section that shows all emails; maybe the client email reports tab if that is not controlled by permissions
c. Highly value in my opinion – turns the email archive section by client into an all in one view of how the financial team is servicing the client. Example – I need my CFP to see the correspondence between my assistant, scheduler, and my self but do not want them to see emails to my managing partner about their payroll.
3. Email Admin – Can see all emails – basically a full Compliance role to view of all emails that are archived.
a. Reserved for firm owners and the compliance team only.