Andrew at BrandLumo does amazing work and delivers impeccable results! https://brandlumo.com/

Just a quick thought with some Lean Six Sigma in mind--it would be great to have more Merge Fields available, particularly to include the specific roles assigned to a client. My team has scads of mail merges for the same letter template so that each Account Manager/CSR does not have to continually type in their own name. A merge field for <<CSRName>> or something similar would help streamline our mail merges and greatly reduce the maintenance burden. Another idea could have a specific profile for those corresponding roles. Our team currently adds advisors in as contacts and tracks their rep codes in the contact card. Thinking along the lines of the Recruiting tab... Beyond rep code, it could also include business address, phone number, and email. A hub to store all our advisor information. Then, these fields could translate into MailMerges and further simplify that tool, and I imagine could work for other integrations, as well. Thank you!

My office had the opposite issue, where users could not see all the email history. To change permissions, you will need to contact RT and specify which users are classified as Email Admin (full access) and which users are not (no access). Hope this helps!