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Marty Peterson

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  1. Customize Email viewing permissions

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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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    Marty Peterson supported this idea  · 
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    Marty Peterson commented  · 

    I agree, if there were a setting that could be set to NOT archive emails for the logged in user's email address, that would accomplish this. We need the assistant to have visibility between the advisor and the client, and the advisor needs to have visibility to the emails between the client and the assistant. However, I don't want the assistant or the advisor to be able to see "unrelated" emails where no client communication is involved. It should not be ok for the broker or assistant to be able to add the various users email address as dummy contacts just to "see" all of their archived email. Perhaps the DB owner would have access to a list of email addresses that can be added that could not be provisioned on contact records...this may accomplish this goal as well.

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