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1. Linking Activities, Workflows, Notes, Documents, & Opportunities

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   14 comments  ·  Redtail CRM » Activities  ·  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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   Tammy Duhon commented  ·  Apr 18, 2019  ·  Delete…

   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.

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   Tammy Duhon supported this idea  ·  Apr 18, 2019