Ashley Tucker
My feedback
9 results found
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137 votes
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!
An error occurred while saving the comment Ashley Tucker supported this idea ·
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19 votes
An error occurred while saving the comment Ashley Tucker commented
I would expand upon this idea to include all of the features available in activities - linked documents, accounts, notes and contacts. The ability to add each at the start of a workflow would make workflows more efficient.
Ashley Tucker supported this idea ·
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5 votes
Ashley Tucker supported this idea ·
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21 votes
Ashley Tucker supported this idea ·
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9 votes
Ashley Tucker supported this idea ·
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9 votes
Ashley Tucker supported this idea ·
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22 votes
Ashley Tucker supported this idea ·
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43 votes
Ashley Tucker supported this idea ·
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8 votes
Ashley Tucker supported this idea ·
This is a critical addition to workflows. There is the ability to add linked documents, accounts, notes and contacts in activities but not workflows which does not make sense to me. These suggestions go back to 2020. Progress would be appreciated to make workflows useful.