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1. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

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   13 comments  ·  Redtail CRM » Documents  ·  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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   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