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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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   Anonymous commented  ·  Oct 14, 2019  ·  Delete…

   Yes, please add ability to link documents to activities and notes!

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   Anonymous supported this idea  ·  Oct 14, 2019