Show Workflows and Activities in the Client's Note Section
Open (and competed) Activities and Workflows should appear in the Notes section of the client's Redtail, rather than only being able to view activities once completed and having to scroll all the way to the bottom to view active workflows.
We can have the option to filter out the feed, as necessary.
Liz
shared this idea
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KEMK
commented
It would be great if the workflows just showed on the main CRM screen like activities! I do not use my calendar for activities or workflows because I coordinate all client meetings for the office and I need to easily see open time slots. This means I have to scroll to the bottom of the page to see if there are open workflows or I have to bounce between the workflow tab from the left menu and the activities tab from the top menu to accomplish anything during the day.
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Liz
commented
Open (and competed) Workflows should appear in the Notes section of the client's Redtail, rather than having to scroll all the way to the bottom of the client's CRM page to view active workflows.
Also, we can have the option to filter out the feed, as necessary.