Delete an Email in Email history
Clients and advisors are in non-business related programs that information is emailed back and forth. Would like the capablility to somehome delete non-business related emails that go into the client folder.
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!
-
Rick commented
Yes, we have management related emails that the Administrator (me) needs to have the option to remove from the record. These are confidential HR related emails being stored in a record that every employee at our firm can now view which is completely inappropriate. This flexibility needs to be added ASAP.
-
Anonymous commented
We have a client who is contracting with us and all her confidential emails are showing up in redtail that have nothing to do with her account. we need the ability to delete them. the only solution is to delete her email address which poses an issue as all her "client emails" are no longer there. once she isn't contracting for us, she would have to set up a new email address. this is a terrible experience.
-
Anonymous commented
Can you please allow us to delete an item that posted in the e-mail history. We have many e-mails that have posted and are no longer necessary, some are spam and we need to delete them.
-
Anonymous commented
Can you please allow us to delete an item that posted in the e-mail history. We have many e-mials that have posted and are no longer necessary, some are spam and we need to delete them.
-
Joseph Swayne commented
RedTail should think about integrating the option to have certain emails in the CRM restricted from email history altogether, if that is the desire of a particular office
-
Peg Reid commented
would like to be able to clean up email history
-
Patti Eggers commented
This would help a ton with spam that ends up in the email history!!! also, personal correspondences with that client that are unrelated to the professional relationship with our reps.
-
Joe Potash commented
It would be helpful to have the option of deleting a single email from a contact's email history without having to remove the email address and lose every email.
-
forcella commented
Yes please. We literally have 15 years of email history that was just imported from our Goldmine DB. Please know that we don't care if we can't "delete" emails, but the ability to increase RT usability is of utmost importance to us. If we could 'hide' the spam that would help us out a ton.
-
Mike DeLorey commented
Email History should have an option to right-click and hide the emails that are not pertinent (junk) to my business.