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1. Workflow Flow Chart

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   28 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   TODD OLSON commented  ·  Jan 23, 2017  ·  Delete…

   We would like to print a multi task single step workflow with all tasks and task notes visible in order to easily save the work that has been done, place into a rep folder in a different location and close out the workflow.

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   TODD OLSON supported this idea  ·  Jan 23, 2017