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Viewing Contact-Related Emails Across Users Without Access to Personal Emails

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  • Viewing Contact-Related Emails Across Users Without Access to Personal Emails

    Hi everyone,

    Is there a way to allow users to view emails sent or received by other users, only if those emails are linked to a contact registered in the CRM?

    I want my team members to be able to see all relevant communication related to our contacts, but at the same time, I need to ensure that personal emails (those not associated with any contact) remain private and hidden from other users.

    I'm not using the Advanced Pack with Workflows, so if there's a way to achieve this without needing that feature, it would be really helpful.

    Thanks in advance for your help!

  • #2
    Create a group email address and give access to your team members to this group email address then use this for common communication with contacts.
    Rabii
    Web Dev

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