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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!
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!