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1. Customize Email viewing permissions

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   57 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Anonymous commented  ·  Jul 21, 2020  ·  Delete…

   I would like to see some type of 'security' or 'privatizing' the emails so it only the intended can review. We send emails within the office and sometimes there is personal information that should not be shared, but there it is … full view for everyone to see.
   Hopefully there will be a way to make an email 'private' for certain eyes only.
   (the controlling permissions is way too complicated and ineffective)

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