Notes on Workflows
It would be great to have a general place for notes on a workflow, kind of like they are on Activities. That way, there's no need to go looking for a note on step notes or tax comments.
26
votes
Michelle Cox
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!
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Leah commented
I agree, the notes should be displayed when hovering over the workflow title.