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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  ·  May 13, 2013  ·  Delete…

   Please allow viewing and Search of the entire email archive based on USER, and Entire domain.
   Currently it is setup that only emails linked to a contact can be viewed.
   This creates a compliance problem because as CCO I cannot view all inbound and outbound email.

   Currently a backup of the archive is the only way to make sure I can see all email.
   Thanks

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   Anonymous supported this idea  ·  May 13, 2013