ability to delete emails
We would like the ability to delete emails from the client record. There are non-business emails as well as confidential emails to management that should not be available for others to view. We have an employee who is also a client and all their emails are visible in redtail and should not.
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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Anonymous commented
Good grief, Red Tail Product Owner. Deleting email messages or archiving them out-of-sight is not a compliance issue. There are times when an unlinked email message is a nuisance.
Perhaps, Redtail's Product Owner may reply with substantive reasons for not providing a delete option. Cannot say every CRM has an email delete function, yet SalesForce does.
This is not a difficult question, in my opinion.
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Rick commented
This is our situation exactly and it must be fixed ASAP! We don't rely on Redtail for email archiving for compliance purposes and there are management related emails and an offer letter sitting in the email archive for everyone at the firm to see!