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Linda Migliazzo

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  1. 24 votes
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    Linda Migliazzo shared this idea  · 
  2. 28 votes
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    Linda Migliazzo shared this idea  · 
  3. 48 votes
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    4 comments  ·  Redtail CRM » Email  ·  Admin →
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    Linda Migliazzo supported this idea  · 
  4. 77 votes
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    Linda Migliazzo commented  · 

    An example would be a note, "Withdrawal Request Received". Once entered this could trigger the Withdrawal Received Workflow. This would prevent us from having to enter and clear an activity, which seems very redundant.

    Another option would be to have a spot on the note where we could link the not to a WorkFlow Process.

    Linda Migliazzo supported this idea  · 

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