Share emails within a team
It would be nice if all members on a specific team had access to all emails inside a contact from any team member, not just their own emails. Only being able to see your own emails makes it harder for teams to work together and to see all communications to and from a contact.
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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Josh C commented
E.T. I'm fairly certain this is already possible. Everyone within our office (12 people) can view each others emails within a contacts' Email record. I think contacting tech support is required to add permissions.