workflow filter
I filter the workflows to get a list pertaining to me. If i click on one and read it, could the back/return button take me back to the filtered list? Right now it goes back to the unfiltered, full list and i have to re-filter under my name again.
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!
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Jeffrey Moormeier commented
Most Redtail users I know, don't use workflows at all. Your response to this suggestion is dismissive. If workflows follow up was easier, which they are not, you may have more votes to get this feature added. Notwithstanding the 5 minutes it took me to figure out I needed a new user id and password to post this comment.
Make it easier for us to manage our workflows and processes - please.
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JZ commented
I am currently building out and implementing workflows across a team and to have the filters for workflow be static would be helpful. Each team member should not have to always filter out their own workflows when going to the main workflow screen. It should function like the activity screen.