I would like to see Workflows show in the same box as Actions and Notes, adding another tab
Adding another tab to the same section of the client with Past Due and Next 30 along with the Notes section to show Workflows would be a tremendous help. I am recently starting to use workflows for client projects and would like to have it more in front of me than scrolling to the bottom of the page.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!