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1. Workflow - Linked Accounts

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   8 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Tammy commented  ·  July 19, 2018  ·  Delete…

   We have clients with several accounts, it would be helpful to know when we are doing a workflow to process a distribution, which account the funds are coming from.

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   Tammy supported this idea  ·  July 19, 2018