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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  ·  Oct 31, 2013  ·  Delete…

   I see the network drive link under the documents section, but Redtail told me it was turned off. This really should be a feature that should be allowed.

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   Anonymous supported this idea  ·  Oct 31, 2013