View Constituents in a Workflow

There is currently no way to see which constituents are in a specific workflow, either in workflow or on a constituent record. Seems like a missing step! We should be able to know who exactly is in each workflow to better understand the constituent.

  • Sandra Iuppa
  • Nov 19 2020
  • Shipped
Constituents
  • Attach files
  • Admin
    Kylee Long commented
    July 27, 2021 18:28

    It does not display on the record at this time, but it is something we are considering for the future. Feel free to add that as an Idea so that we can see how many people vote for it!

    Attachments Open full size
  • Sandra Iuppa commented
    July 27, 2021 18:21

    This is great! Thank you! I see it inside workflow, does it show anywhere on the record as well?

    Attachments Open full size
  • Admin
    Kylee Long commented
    July 27, 2021 17:28

    Hi All! We just released this capability today to all RENXT clients! Enjoy!

    Attachments Open full size
  • Jenny Stephens commented
    March 03, 2021 19:35

    This is very important. You wouldn't want too much going to one person.

    Attachments Open full size
  • Laura Anderson commented
    January 29, 2021 19:58

    I agree. Knowing which workflows a constituent is in or has completed greatly helps form a picture of where that constituent is in the cultivation cycle.

    Attachments Open full size

Related ideas