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

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Peter Kosanke supported this idea  ·  Sep 2, 2021

2. Add time stamped notes inside the workflow

   40 votes

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Peter Kosanke supported this idea  ·  Sep 2, 2021

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

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   0 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Peter Kosanke shared this idea  ·  Sep 2, 2021