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1. Add documents to workflows!

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   32 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Sonia Barnes commented  ·  Apr 10, 2024  ·  Delete…

   It would be very useful to be able to add documents to a step in the Workflow process. This would assist our staff in knowing what questions to ask when opening a new account by having the document within the workflow task.

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   Sonia Barnes supported this idea  ·  Apr 10, 2024