Gmail Sales Extension

LindenDavies
Participante

How to hide or clear logged emails from contacts

resolver

Hi,

 

I wanted to prevent certain users from seeing logged emails when looking at contacts, however I belive this is not possible (wow, you really need to fix that)

 

All emails are being logged in the system, many are confidential but still need to be logged, however I have no choice but to stop using the gmail integration because of this issue.

 

After disabling the integration how can I 'clear' or 'hide' the emails that are already logged? It is a privacy and confidentiality issue for the company to have those emails still visible to everyone.

 

Linden.

1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

How to hide or clear logged emails from contacts

resolver

Hi @LindenDavies,

 

You're correct, it's currently not possible to limit view access to activities on a contact record. A user can see either all contact information (including logged emails) or nothing at all. There isn't anything in between.

 

HubSpot does have a feature to exclude certain recipients/domains from CRM email logging. My experience is that it's not reliable and it wouldn't help retroactively but I still want to share it: https://knowledge.hubspot.com/settings/add-emails-and-domains-to-the-never-log-list

 

As far as bulk deletion goes, unfortunately that's not possible at this stage. Other users have requested this in the HubSpot Ideas section of the community. If these confidential emails should not be visible to users, you'd have to restrict their contact view access – or delete the logged emails in HubSpot manually, as discussed here.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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6 Respuestas 6
matthartel
Participante

How to hide or clear logged emails from contacts

resolver

Likewise.  We need to hide logged emails from certain users.

OMcLaughlin
Participante

How to hide or clear logged emails from contacts

resolver

Yes, this would be a big concern for our company and something HubSpot needs to address asap.

karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

How to hide or clear logged emails from contacts

resolver

Hi @LindenDavies,

 

You're correct, it's currently not possible to limit view access to activities on a contact record. A user can see either all contact information (including logged emails) or nothing at all. There isn't anything in between.

 

HubSpot does have a feature to exclude certain recipients/domains from CRM email logging. My experience is that it's not reliable and it wouldn't help retroactively but I still want to share it: https://knowledge.hubspot.com/settings/add-emails-and-domains-to-the-never-log-list

 

As far as bulk deletion goes, unfortunately that's not possible at this stage. Other users have requested this in the HubSpot Ideas section of the community. If these confidential emails should not be visible to users, you'd have to restrict their contact view access – or delete the logged emails in HubSpot manually, as discussed here.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

RColvin
Miembro

How to hide or clear logged emails from contacts

resolver

Would you care to actually do something to fix this as there have been complaints for several years? I know I personally don't want every person in our office being able to see the emails I send to my supervisor or the owner because I am struggling with understanding a new task that I unique to my position.

 

There is absolutly no reason for there to not be a setting where only client communications are visible to all teammates and inter-office and departmental emails are private.

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AnnaSeattle
Participante | Partner
Participante | Partner

How to hide or clear logged emails from contacts

resolver

While searching for answers to a question, I came across your need. I think this would solve it: https://knowledge.hubspot.com/settings/add-emails-and-domains-to-the-never-log-list I would still like the ability to hide contact record communication from records for different purposes, but for inter-office communication, the never-log list might serve you well. Hopefully you were able to find a solution a while ago! 

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LindenDavies
Participante

How to hide or clear logged emails from contacts

resolver

Hello Karsten, thanks for your clear and helpful reply. I understand the limitation now. Whilst I support transparency, this lack of control is a huge privcy concern, so we will need to consider how we use HS moving forward.

 

Kind regards,

 

Linden.