In Zoho you can set up Organisations/Groups/Roles etc to control which users can see which information.
However - when you use Zoho to send emails to clients - then you have no control over who can see these emails.
ALL users who can access the client record can see ALL of the emails sent to the client.
This is a major limitation of Zoho.
There are many many scenarios where an organisation would wish to keep some privacy between different departments.
E.g you could not set up a Zoho system for:
- A hospital - because the janitor would be able to see the emails sent to patients.
- A law firm - because the accounts staff would be able to see the confidential emails sent by attourneys to clients.
I could think of many many other examples.
Zoho does provide this email privacy setting for mail pulled into zoho from gmail, outlook etc through mail addon.
But it does NOT provide email privacy (between users/departments) for emails sent by Zoho CRM.
Why?