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How can we improve Redtail Technology's CRM?

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Link documents to workflows

The ability to link documents to a workflow step or task that doesn't have an URL.

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Tara Shannon shared this idea  ·   ·  Report…  ·  Admin →
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  • Ashley Tucker commented  ·   ·  Report

    I would expand upon this idea to include all of the features available in activities - linked documents, accounts, notes and contacts. The ability to add each at the start of a workflow would make workflows more efficient.

  • Dale Ringerwole commented  ·   ·  Report

    I agree - This would be a gerat addition. We can link documents to Activities, why not have the same feature for Tasks in a workflow?

Redtail CRM: Workflows

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