Add automatic actions to workflows
Rather than just add tasks for users to complete, add the ability to update contact fields, account fields, and UDFs automatically after a task has been completed.
i.e. After a client comes in for a meeting, update the UDF "last meeting" to the workflow's target date.
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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!