Client review "reminder" should jive with actual dates on calendar as "activity"
Please revise "first review" as "last review" and have "next review" equal the actual activity date on categorized "review" after it is scheduled. Although seemingly automated, our firm will need to re-enter "first review" to actual scheduled review each year to remain accurate and in compliance with annual advisory meeting requirements. Please have this "reminder" based (say, 2 weeks ahead?) on actual date. Also, as below, no need for week # and day of the week. Way too much input work, and completely unnecessary. This reminder tool is currently more work than it's worth because it is inaccurate. Thanks.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!