We are using hubspot as a feature-rich address book among our staff, which allows us to keep track of who is a member and who isn't (we are a large civil society organisation), for example, but also our about our main institutional interlocutors, such as members of Parliament
We do want to keep confidentiality and privacy between our staff and our members/partners ('customers' in hubspot speak), logging an email entirely would flout this and probably be contrary to EU GDPR regarding staff privacy and privacy of our external partners. However, the Outlook plugin allowing to add/update contacts and log that interactions are happening is hugely useful.
Therefore, it would be desireable to scale down how much information is collected via the email plugin. Options should include what to log by default (different possibilities: a contact has taken place; just creating records with new contact details; just metadata of an email such as when and the subject; up to the current possibility of logging entire conversations with attachements.
Even better, a good filter system where you can define which emails to log and which not, beyond the existing feature of excluding entire domains. For example, you might want to log and track newsletters sent to customers, but not private one-to-one interactions. Or you might want to log only metadata for conversation with external partners (Members of Parliament), but have the permission to log email contents with closer partners (members of our association). In essence, it would be great to define default logging policy based on customisable criteria (preferences of a contact or company associated to a contact)
Would be great if we could log just metadata on emails.
Or even better, have more control on who has access to (a) full email or (b) metadata only or (c) no info at all.
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