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Kaitlin Theobald

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  1. 21 votes
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  2. 32 votes
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    Kaitlin Theobald shared this idea  · 
  3. 33 votes
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    Kaitlin Theobald supported this idea  · 
  4. 27 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kaitlin Theobald shared this idea  · 
  5. 18 votes
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    Kaitlin Theobald shared this idea  · 
  6. 88 votes
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    An error occurred while saving the comment
    Kaitlin Theobald commented  · 

    Currently, if you start a workflow under a current contact that first workflow is attached to that client. If you start a second workflow while looking at that first workflow, then the second workflow IS NOT attached to that same client (instead it is not attached to any client). We want that second workflow to be attached to the same contact as the first workflow.

    Kaitlin Theobald supported this idea  · 
    Kaitlin Theobald shared this idea  · 
  7. 24 votes
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    Kaitlin Theobald shared this idea  · 
  8. 22 votes
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