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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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   Anonymous commented  ·  Oct 19, 2018  ·  Delete…

   we need to attaching supporting Docs to workflows from the Redtail documents that are scanned/uploaded and to include linking to accts.

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   Anonymous supported this idea  ·  Oct 19, 2018