Drew Wilson
My feedback
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345 votes
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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Drew Wilson
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151 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Drew Wilson
shared this idea
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533 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Drew Wilson
supported this idea
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1,963 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Drew Wilson
supported this idea
·
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495 votes
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!
Drew Wilson
supported this idea
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Just as we have the ability to link accounts in activities, it would be great to link accounts to workflows. Need to be able to do multiple as client reviews require a lot of work prior to appointment and sometimes we have lots of accounts to prepare.