Tammy Duhon
My feedback
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628 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 Tammy Duhon
supported this idea
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336 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 Tammy Duhon
commented
Sometimes a workflow takes time because individual parts may be held up. It would be helpful to be able to see linked notes and documents in the workflow. We sometimes use activities in lieu of workflows because you can link associated notes and documents as needed.
It would also be helpful to link emails.
Tammy Duhon
supported this idea
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It would be helpful to be able to link emails to activities, notes, workflows.