Im not savvy enough to know the details of why, but we too have been asking for better email integrations since 2009. Along with viewing and permissioning, a way of letting a new prospect incoming email launch a contact record creation off that email. Also, the easy ability to link an email that is pertinent to a client not eminating from us or the client. We went from Goldmine to RT in 2009 and still miss the feature of "which contact record(s) do you want to attach this email?". One feature we did ask for eventually happened which was the timeline and specifically timeline of emails as that helps save some time popping in and out of emails. Not sure the answer (maybe a better direct integration w Outlook? as it hasnt been Zimbra) but email management is to me the one big RT dragon to slay.

We don't use employee records. We would need a "view emails" checkbox added under admin checkbox in Edit User Info and only the employees that we want to view emails in the top menu bar would have that access.

It would also be awesome to block the JUNK e-mails, to de-clutter the main E-mail history. AND to block the RedTail notifications. And if the e-mails have a home they aren't in the E-mail history making it easier for the e-mails we don't have in our system easier to catch. But still be able to search E-mail history for all e-mails....(?)

This is a big deal. Employees have to be able to see all e-mails from/ to clients (even when the employee is not in the to: bcc: or cc: address fields ) but should NOT be able to see all the company's e-mails (i.e. compliance, personnel, payroll-related or even e-mails between employees). Please get this fixed. It has been 6 years.

We really need to be able to customize the permissions on email. Privacy in our major concern for this issue.

We would like all users to see all emails to\from "contacts". We do not want all users to see all emails.
Restricting access to Today - Email. Would eliminate that.

Same with Reports, Email Reports, Reports By Contact (why do ALL emails have to show up there prior to selecting a specific contact).

The reason our team has not signed up for email journaling is due to this privacy issue. Please, Please give us a fix. Thank you!

Increase Email viewing; there should really be 3 levels of email viewing not just 2.

1. Non-Admins – can only see the emails they are included on (make default)
a. Not a true value add in my opinion because you can just do a quick search in our your outlook.

2. New Advisor Level – an Advisor can only see emails sent to their clients by any RedTail user
a. Client level viewing permissions restrict their access to certain clients anyway.
b. Basically this user does not have access to the top Email Tab. I believe this is the only section that shows all emails; maybe the client email reports tab if that is not controlled by permissions
c. Highly value in my opinion – turns the email archive section by client into an all in one view of how the financial team is servicing the client. Example – I need my CFP to see the correspondence between my assistant, scheduler, and my self but do not want them to see emails to my managing partner about their payroll.

3. Email Admin – Can see all emails – basically a full Compliance role to view of all emails that are archived.
a. Reserved for firm owners and the compliance team only.

We need to be able to see all emails to a contact within the firm, but we do not want ALL emails to be seen by ALL users when clicking under the email (personnel, payroll, etc does not need to be seen globally). This is not currently possible. Major negative to using Redtail email all the way around.

These issues have been going on since 2013 and now its 2019 - is any attention going to be given to this issue??

I agree as well. We cannot have everyone in the office seeing all emails from our advisers. Some of our advisers are under contract and have their own businesses, but use our CRM system. We must have the ability of all our staff to just see the emails of clients in our CRM, not ALL emails that anyone has in their inbox! Please FIX THIS.

This new feature needs more security features as mentioned. With this feature any staff member can see their bosses emails to other employees. And other employees can your emails to and form your boss pertaining to your employment or other personal issues. Not good. HR issues. Please fix.

I completely agree. The email feature is unusable the way it stands.

I frequently receive email from employees of Vendor companies where the sender is not a Contact and may never write me again. An example would be an RT tech support person who deals with 1 issue for me. There is no way to preserve that email without adding their address on the Contact Card. Please add a "wildcard@domain" (eg *@redtailtechnology.com) option that would capture all email from that business. Obviously, the mass domains such as gmail could not be included.

I frequently receive email from employees of Vendor companies where the sender is not a Contact and may never write me again. An example would be an RT tech support person who deals with 1 issue for me. There is no way to preserve that email with adding their address on the Contact Card. Please add a wildcard@ domain (eg *@redtailtechnology.com) option that would capture all email from that business. Obviously, the mass domains such as gmail could not be included.

As a firm, we all need the ability to view all client emails. However, by having this email admin capability, all emails within the office are accessible by all parties, creating a major privacy issue.The ability to make emails viewable by all with a "Client Status" only would be extremely beneficial.

Spoke to someone at redtail about this last month and was told this issue had never been raised and no one had ever brought it to their attention. Obviously that was incorrect based on this feedback.

For efficiency , employee's need to be able to access other employee email exchanges with clients but as others have indicated, there are private emails between employees (related to HR items, etc.) that the whole office should NOT have access to.

Need this function to block payroll data and personnel data emails.

Add a way to permission Broadcast emails when sending the out and also the ability to permission Workflows before completing to save having to go in after the fact to do so

My RIA has a "Doing Business As" structure whereby there is one legal RIA with multiple "Doing Business As" brands underneath. Example: RIA is Wonderful Capital, with both Wonderful Capital and Really Good Wealth teams operating underneath and using their own email domains. Therefore, Jane Doe employee has both @wonderfulcapital.com and @reallygoodwealth.com email addresses. Same person, same role, two email addresses running over the same system, with both incoming and outgoing mail over the two addresses. Please enable us to add an "alias" to the CRM system so that all of Jane Doe's emails can link to her CRM profile no matter which of the domains she uses! This would mirror how Office 365 allows us to include multiple domains through one inbox.