Add the ability to link a client's account to a Workflow
12
votes
Olivia
shared this idea
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!
-
Angela
commented
You can once the workflow is closed - then it is a note, and you can link the note to the account. This suggestion is listed and has more comments and votes: https://feedback.redtailtechnology.com/forums/281220-crm/suggestions/19538557-linking-activities-workflows-notes-documents