djoertel's avatar
djoertel
Visitor
2 months ago
Status:
Reviewed by moderator

Allow Admins to Set & Lock Forward Text Messages to Email Property

For compliance purposes we have enabled the forward text message to email functionality for users in order to archive text messages within our email environment.  This is needed as regulations in the financial industry have become much more strict surrounding the use of text messaging for business related activity. 

 

We would like this feature to be controlled by an Admin instead of the user so that this can be controlled and monitored at a higher level to ensure compliance. Users that use text messaging with clients are required to utilize GoTo for these communications so that it can be tracked and searched by Compliance Currently, the messages can only be forwarded to the email address associated with a particular user. We would like to be able to set the email address these messages are forwarded to in order to ensure capturing of all messages in a centralized area without the need of setting up rules for each users' mailbox.

 

Thank you!  These enhancements would be beneficial to many companies looking for a solution to text messaging archival in the financial industry!

  • KateG's avatar
    KateG
    GoTo Moderator
    Status changed:
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    to
    Reviewed by moderator
  • From a compliance officer for an investment adviser firm, yes, I 100% agree.  I cannot believe it's 2024 and GoTo still does not offer this.  This is a critical issue that is forcing me to look at alternative phone service providers.