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1. Allow customization of "Written Agreement Review" types

   169 votes

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   19 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Nick Pope supported this idea  ·  Apr 8, 2019

2. Add documents to workflows!

   619 votes

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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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   Nick Pope commented  ·  Jan 25, 2019  ·  Delete…

   Allow ability to upload document to workflow. Often times workflows reference a client/prospect document.

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   Nick Pope supported this idea  ·  Jan 25, 2019