Bre Robinson
My feedback
1 result found
-
139 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 Bre Robinson
supported this idea
·
There should be function that allows you to assign the same workflow to multiple clients but yet allows you to see each instance of the workflow assigned to each client separately so that you can work one by one vs. in a group. Currently, when I apply my workflows to multiple clients it shows up on the calendar as one row not a row for each client i attached the workflow to. This would be very helpful when attaching a workflow to a multiple clients at a time, when each workflow will be worked individually vs, in a group. Will save a lot of time than how I have to do today, by attaching workflow to each client individually.