Skip to content

Rick Woods

My feedback

2 results found

  1. 491 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    57 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Rick Woods supported this idea  · 
  2. 41 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Rick Woods commented  · 

    This MUST be fixed. Many of us do NOT use Redtail for compliance archive services (we use something else) and don't need or want the rigidity of 100% of emails being archived for all at the firm to see without any control over it. We use this for traditional CRM for clients, prospects and other network contacts because we want to capture that email history for all employees to reference. As it is, we can't correspond by email with our company attorney or shareholders on any sensitive business information that we don't want archived for everyone in the firm to see. (Unless we leave those folks out of RedTail completely which isn't practical either.). For those that want to use for SEC compliance purposes, it would be much easier to give them an "archive all with no exception feature" than making those of us using this solely as a CRM not have any control over sensitive business-related emails being archived for everyone to see.

    Rick Woods supported this idea  · 

Feedback and Knowledge Base