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1. Add documents to workflows!

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   32 comments  ·  Redtail CRM » Workflows  ·  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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   Anonymous commented  ·  May 3, 2013  ·  Delete…

   I would like to be able to link an underlying document (pdf, excel spreadsheet or word doc) to a workflow or checklist. For example, if a workflow task stated have client complete a new account application, have a link in that workflow to a saved new account application.

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   Anonymous supported this idea  ·  May 3, 2013