Kaitlin Theobald
My feedback
8 results found
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21 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!
Kaitlin Theobald shared this idea · -
32 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!
Kaitlin Theobald shared this idea · -
33 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Kaitlin Theobald supported this idea · -
27 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Kaitlin Theobald shared this idea · -
18 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!
Kaitlin Theobald shared this idea · -
88 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!
An error occurred while saving the comment Kaitlin Theobald supported this idea ·Kaitlin Theobald shared this idea · -
24 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Kaitlin Theobald shared this idea · -
22 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Kaitlin Theobald shared this idea ·
Currently, if you start a workflow under a current contact that first workflow is attached to that client. If you start a second workflow while looking at that first workflow, then the second workflow IS NOT attached to that same client (instead it is not attached to any client). We want that second workflow to be attached to the same contact as the first workflow.