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.
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Liz
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Liz
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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.