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1. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

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   13 comments  ·  Redtail CRM » Documents  ·  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!

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   Rebekah commented  ·  May 22, 2015  ·  Delete…

   For instance, if the step is "Complete New Client Worksheet" then enable the ability to attach the document needing completion.

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   Rebekah supported this idea  ·  May 22, 2015