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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!

   Amanda supported this idea  ·  Jan 30, 2020
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   Amanda commented  ·  Jan 30, 2020  ·  Delete…

   We really need this to happen

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