Anonymous
My feedback
3 results found
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4 votes
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!
Anonymous supported this idea · -
11 votes
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!
Anonymous supported this idea · -
25 votes
An error occurred while saving the comment Anonymous supported this idea ·
I would also like the capability to add a pdf document to a bulk action note. I make a note whenever something is mailed to a client and would like to the ability to attach a document when it is mailed to more than one client. Bulk action allows me to create the same note for a group or list of clients but not attach a document.