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1. add a workflow to bulk actions

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   12 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   Dan commented  ·  Feb 22, 2017  ·  Delete…

   Bring back the bulk workflow assign so that each contact selected gets a workflow assigned but they move independently of each other. Currently, linking a workflow moves the workflow for everyone linked to the workflow once a task is completed.

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   Dan supported this idea  ·  Feb 22, 2017