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Garrett Harper

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  1. 225 votes
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    Garrett Harper supported this idea  · 
  2. 275 votes
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    Garrett Harper supported this idea  · 
  3. 251 votes
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    Garrett Harper supported this idea  · 
  4. 346 votes
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    Garrett Harper supported this idea  · 
  5. 421 votes
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    Garrett Harper supported this idea  · 
  6. 599 votes
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    Garrett Harper supported this idea  · 
  7. 861 votes
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    Garrett Harper supported this idea  · 
  8. 1,239 votes
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    Garrett Harper supported this idea  · 
  9. 1,371 votes
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    Garrett Harper supported this idea  · 
  10. 201 votes
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    Garrett Harper supported this idea  · 
  11. 382 votes
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  12. 28 votes
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    Garrett Harper supported this idea  · 
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    Garrett Harper commented  · 

    Add a link inside a workflow step that brings up a file saved within redtail users account. For example, maybe a step is to send out an email request to a client for up to date statements for a review. Inside that workflow step description would be a hyperlink that would bring up a template email to customize and send to the client.

  13. 500 votes
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    Garrett Harper supported this idea  · 
  14. 325 votes
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    Garrett Harper supported this idea  · 
  15. 26 votes
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    Garrett Harper shared this idea  · 
  16. 101 votes
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    Garrett Harper supported this idea  · 
  17. 373 votes
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    Garrett Harper supported this idea  · 

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