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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!

   Alexis Long supported this idea  ·  June 26, 2020
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   Alexis Long commented  ·  March 10, 2020  ·  Delete…

   This is a huge privacy concern for our firm as any team member can view any email, including emails that are sent by the management team in regard to HR & internal management issues. We need to have the functionality to block certain email address from being accessed inside the Redtail CRM. If this issue is not addressed, we may be forced to find another CRM that will provide our firm with this functionality.

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