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Were trying to disable personal tracking for sales users due to personal emails being improrted to the crm. unfortunatly some users dont like this and are re enabling tracking. is there a way to ristrict the ability to turn on/off tracking to certain users?
You can update the MailBox settings of the CRM Users that you want to disable tracking. You can remove the profile of the mailboxes or if you are going to use the settings for outgoing emails, then you can set "Incoming Email" to "None".
If a user wants to disable the tracking, they can do it themselves by going to gear icon at the top right. Then options, Email tab and change Select the email messages to track to NO EMAIL MESSAGES. If they like to manually track some emails, they can still do so.
looking at the knowledge I have on the system there is no way to disable tracking for specific users by certain security roles or similar configurations without them being able to enable it again.
Users are disabling/enabling mail tracking in their personal settings which are always accessible to them (gear symbol in the top right corner).
You can either enable or disable tracking for the whole organization with a few tricks/clicks.
On the other hand I've just thought of another "really dirty" solution to your problem but this is definitely not something I would recommend.
But what if...….
You could create a plug-in which triggers on "Record creation" of the E-Mail entity and checks whether the user is for example part of a specific team (e.g. a "Sales Team" which you created) or has a specific security role assigned and if the conditions meet, you can delete the E-Mail record.
That way any mail, that will be tracked into the system by users that have enabled their tracking but shall not do so, will be deleted in CRM.
But don't forget.... I wouldn't recommend that approach, just letting you know about the only solution to such a requirement I could think of.
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