Make Emails Private Per Person in Addition to Per Email Account
I email our finance person on a regular basis and don't want those emails to be shared. But I find it time consuming to mark every email I send to the person as Private after I sent it. And I often miss some of them.
Is there a way to mark all emails sent to a specific person as private?
Another example might be that I regularly email my wife from the email address that is connected to PipeDrive, both through PipeDrive and the Gmail app. So I don't have the opportunity to mark all my email to her as Private. In this case, if anyone in my company views my wife's Contact Record then my private email to my wife can be read by anyone in the company.
Both of these scenarios are very common in business so I recommend being able to mark Contacts in PipeDrive as "Private" for sending email so no one other than the person sending it can read it.
And I think that should be a default feature in the Basic package, not an upgraded feature in the more expensive packages.
Comments
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Looking for an answer to this question as well.
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Hey @Vaughan H Moore in your email sync settings, which option did you choose when applying the sharing settings? By default you can have all synced emails set as Private and you manually set them to shared when using Pipedrive sales inbox
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99% of the emails I send I want to be shared, so this isn't very practical. I'd like to be able to make a few people the exception instead of the other way around.
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I'm with Vaughan here. Is there a way to set up permissions so that say, only the chief of staff can access the CEO's emails without any manual toggling?
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