Selective email archiving
We have contacts in Redtail that we interact with on a daily basis about business management issues rather than just their financial plans. We want to use email archiving, but cannot have management sensitive emails archived with these individuals (ie our shareholder group). These individuals are clients of the financial advisory service, and we need them in Redtail. We need to be able to exclude certain contacts from the archiving process and yet still interact with them as clients.
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!
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Rick Woods commented
This MUST be fixed. Many of us do NOT use Redtail for compliance archive services (we use something else) and don't need or want the rigidity of 100% of emails being archived for all at the firm to see without any control over it. We use this for traditional CRM for clients, prospects and other network contacts because we want to capture that email history for all employees to reference. As it is, we can't correspond by email with our company attorney or shareholders on any sensitive business information that we don't want archived for everyone in the firm to see. (Unless we leave those folks out of RedTail completely which isn't practical either.). For those that want to use for SEC compliance purposes, it would be much easier to give them an "archive all with no exception feature" than making those of us using this solely as a CRM not have any control over sensitive business-related emails being archived for everyone to see.
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Anonymous commented
We just turned email archiving on and I'm aghast to find that this functionality is not available. I don't see a work-around and am afraid I'm going to have to cancel the whole thing.
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Matt commented
this issues has been our firms single hold back from implementing email archiving.
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Anonymous commented
We would also like to pick and choose which emails archive to Redtail.
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Jonathan Sard commented
I agree with this request. We have some contacts in the database that send confidential emails that we do not want any staff/team members to see, but they are clients of the firm that our staff needs to interact with. It would be nice if we could remove access to archived emails by certain redtail users, but only for select clients.