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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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   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