Email compliance is mandatory and using Redtail for email hosting/archiving or journaling/archiving makes staying on top of what is required simple.
The simple fact is that there are rules, and they need to be followed. Email compliance may seem rather obvious to some but there are others still working out of their Yahoo or Gmail accounts.
What does email compliance really mean? It’s a secure place where all of your email communications are safely housed and logged to be recalled in the event of an audit.
The benefits of working with an email compliant partner and Redtail is that you can have those messages archived under the contact in the CRM as well. This will eliminate having to move between products for checking email records when necessary.
Archiving can be setup with most compliant services. You can contact our support or sales teams with any questions on setup that may arise with any of these services, as each is typically a unique setup.
Click here for more information on hosting your email with Redtail.
Click here for more information on what to do if you want to use Redtail for email archiving but cannot use our email hosting service.