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Peter Kosanke

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3 results found

  1. In the Workflow list, if there are more than one linked contacts, show names, not "2 contacts"

    76 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Peter Kosanke supported this idea  · 

  2. Add time stamped notes inside the workflow

    46 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Peter Kosanke supported this idea  · 

  3. Adding Contact Role Advisor at Contact Level to Owner/Role Role/Advisor at Workflow Template Level

    5 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Peter Kosanke shared this idea  · 

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