Individual email restricted view capability

How would I restrict access certain emails (not all emails) on an account from being viewed by a team. I looked at the access management and it does not seem to be granular enough to be able to do this. Any suggestions as I am on version 9 going to 11 at the end of the year.

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0 Bud Hartley over 2 years ago

Hi Mark, It's a matter of just changing the team for the emails you want to "hide" from team members.

Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
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0 Mark Blaszka over 2 years ago in reply to Bud Hartley

How would you do individual emails as they are allowed to see some of them from a contact or owner but not all?
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0 Mark Blaszka over 2 years ago in reply to Bud Hartley

How would you do individual emails as they are allowed to see some of them from a contact or owner but not all?
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0 Bud Hartley over 2 years ago in reply to Mark Blaszka

If they are on the Team, they can see the email, and their authority for the email is set in the Role. You'd need to set the email team for the ones you want to hide to a Team that the individuals are not attached.

P.S. We have a lot of emails that arrive in Sugar with the BCC option and the Team on those are set automatically to "Global" so everyone sees them. We've set up filters so a user can monitor and manually set a Team for some email - I don't recommend doing it :-)

Bud Hartley | Cape Foulwind, NZ (and Oregon, USA)
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