Group Access to Email history
Since Redtail can divide access to contacts by "group" level, it would be nice if everyone in the same "group" could see all emails to and from clients in their "group". This way an admin would be able to see a complete history of emails for a client, no matter who sent the email.
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!
Jeffrey Burg commented
Yes, we need a way for our admins and teams of advisors to be able to see email history with clients, but not be able to see private emails of advisors that don't involve a client.