Helpmonks - retention policies

New in Helpmonks: Retention policies

We are excited to share that we have recently implemented Retention policies in Helpmonks. With the help of Retention policies, you can now automatically remove emails based on a specific period. This feature is handy for organizations that need to comply with regulations such as HIPPA or GDPR guidelines. It allows you to manage your emails more efficiently and ensure that sensitive data is removed from your system as per the mandated retention period. Our new Retention policies feature will help users streamline their email management and improve their overall compliance efforts.

By setting a retention policy, you can automatically remove any email containing attachments that are no longer needed within a particular time frame. Doing so means that any outdated or irrelevant information can be safely removed from your mailbox, freeing up valuable storage space and helping to keep your inbox organized. The policy can be applied to all emails or only to those from specific contacts or companies, allowing you to tailor the retention settings to your particular needs.

Retention policies are available to all Helpmonks users and are already available within your account.

As always, we appreciate your feedback.

Related Roadmap posts
Retention policy setting to automatically remove emails in the system after a given time. Could be combined to be enabled only on selected mailboxes. Potentially other settings as well.
Helpmonks login with a magic link
Introducing Magic Links for passwordless login
The Magic Link login process provides a seamless experience and allows for effortless login. You can now use Magic Links to log in to your Helpmonks account.
Helpmonks updates, Nov. 16th, 2023
This Helpsmonks update includes several enhancements and bug fixes we released over the last couple of weeks.
Helpmonks - public link
New in Helpmonks: Public links and vCards for Contacts
We have some exciting news to share with you. You can now share your email conversations with others and easily download contact information in vCard format.
Helpmonks updates, Nov. 10th, 2023
We continue to improve Helpmonks. Here are the most recent updates with fixes for real-time email services, email marketing, and more.
Helpmonks Email CRM updated
The new Helpmonks email CRM
Over four years ago, we added CRM capabilities to Helpmonks, allowing customers to track sales activities within their emails. The new enhanced version takes it further
Helpmonks - macOS Safari app
Helpmonks and macOS Sonoma
The latest macOS version features "Safari Apps". We are here to let you know that a Helpmonks Safari App is fully supported and works great with Helpmonks.
Enhanced compose options
We've been quite busy over the summer and can finally share with you what is enhanced and what's new. However, instead of creating some huge, long post,
Helpmonks - add many notes to emails, contacts, or companies
Multiple notes for contacts and companies
As of immediately, we enhanced the option to add a note to a contact or a company with being able to add multiple notes.
Helpmonks community for email management
The (re)launch of the Helpmonks community
Our new forum for Helpmonks customers has been (re)launched! It's the perfect place to connect about email management.
Helpmonks - assigned emails made easy
The re-design edition
We made a lot of UI enhancements to our customer engagement system in the last few weeks. Click here to read all about them.
New price plans with all features in all plans
Introducing new plans that provide more value to you
Hey everyone! I wanted to share some exciting news about our new price plans. We've been working hard to create the most flexible and affordable options for
Helpmonks - shared inbox for teams
Helpmonks Enhancements: User section and enhanced security
I am thrilled to share some updates about Helpmonks. Our team has worked tirelessly to improve your experience with Helpmonks and implement significant changes
What happened on April 5th, 2023?
An explanation of what happened with the outage on April 5th, 2023, and what we have done so that it will not happen again.
Helpmonks - email sequences for follow-up emails
The new enhanced email sequences are here
With the enhanced email sequences in Helpmonks, you and your team can create automated follow-up emails for sales, marketing, and support.
Helpmonks - powerful file & attachment browser built in
File browser, Re-designed search & PDF and Word indexing
We are excited to announce several significant enhancements to our email management platform - a powerful email attachment and media library browser, a re-designed search
 
What can we do for you?
Found an issue or need an answer? Let us know here. We'll be happy to reply.