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1. Workflow - Linked Accounts

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   8 comments  ·  Redtail CRM » Workflows  ·  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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   Pat Gundling commented  ·  March 25, 2020  ·  Delete…

   It would be nice to link an account to a workflow as some workflows are account specific, such as money movement.

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   Pat Gundling supported this idea  ·  March 25, 2020