Garrett Harper
My feedback
17 results found
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225 votes
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275 votes
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251 votes
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346 votes
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421 votes
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599 votes
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861 votes
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Garrett Harper supported this idea · -
1,239 votes
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1,371 votes
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201 votes
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Garrett Harper supported this idea · -
382 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!
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28 votes
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Garrett Harper supported this idea ·An error occurred while saving the comment -
500 votes
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Garrett Harper supported this idea · -
325 votes
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Garrett Harper supported this idea · -
26 votes
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Garrett Harper shared this idea · -
101 votes
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373 votes
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Garrett Harper supported this idea ·
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.