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Release Note Focus: Users can now restore deleted Workflow Templates

Category: Release Notes
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Quickly, easily restore any deleted Workflow Templates you might need again

Prior to this update, Redtail subscribers had to submit requests through our support team in order to have any deleted Workflow Templates restored to their database. Now, we’ve introduced this capability within your database, so you can accomplish Workflow Template restoration in a matter of seconds. All that’s involved is going to your Workflow Templates page, filtering by deleted templates only, and then restoring any templates you’d like to see restored.

restore deleted workflow templates
For a detailed look at how to go about this with screenshots to aid in the process, please see our helpdesk documentation on the topic.

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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.