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1. Allow customization of "Written Agreement Review" types

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   19 comments  ·  Redtail CRM » Contact Record  ·  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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   Cara commented  ·  Jun 10, 2020  ·  Delete…

   I really think this suggestion should be revisited. This would be extremely helpful. Especially if the user could somehow link the document to it as well (but just allowing customization of the agreement name would be fantastic!).

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