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When we have to generate the same workflow for a client, is there anyway to add a description line so we can tell what one it is?
We have a workflow called Client Check or ACH request. There are times where in a given day, we have to choose this same workflow multiple times for the same client. Is there anyway to keep renaming it as we generate the same workflow or add a description line in it so it will distinguish what check it is for?
7 votesThis feature has been added by the Redtail Development team! The recent feature updates and additions can be found here: https://help.redtailtechnology.com/hc/en-us/articles/204037074-Project-Tailwag-Release-Notes
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