send to search workflow tasks to do today
I would like to send my "Workflow tasks to do today" list to be sent to Search.
The benefit would be two fold:
1. I have tags and keywords that I want to filter my list by. (In this particular instance I have clients in different time zones and I don't want to call to early but I don't want to start my day at 11 EST.)
- I can click through the list using the blue buttons that appear on the contact page. If I sort my clients by time zone then I can just click through the contact pages and complete whatever the tasks are.
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!