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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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   Stephanie commented  ·  Sep 18, 2018  ·  Delete…

   Spoke to someone at redtail about this last month and was told this issue had never been raised and no one had ever brought it to their attention. Obviously that was incorrect based on this feedback.

   For efficiency , employee's need to be able to access other employee email exchanges with clients but as others have indicated, there are private emails between employees (related to HR items, etc.) that the whole office should NOT have access to.

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   Stephanie supported this idea  ·  Sep 18, 2018