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1. email reporting

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

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time. This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  May 2, 2016  ·  Delete…

   Compliance Friendly Email Archiving. We currently pay redtail for email hosting and included in this service is email archiving. However, our broker/dealer still requires us to pay Smarsh for archiving. Per our broker/dealer technology desk, "redtail does not offer a way for the broker/dealer to search or retrieve e-mails from the CRM e-mail archive and redtail's rules governing the management of the data is different from Smarsh's as well. Therefore, the CRM e-mail archiving is not a suitable replacement for the e-mail surveillance done in Smarsh."

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   Anonymous supported this idea  ·  May 2, 2016