Review Date Import
Please add the functionality to import every detail (not just First Review Date as it is currently) of Client Review Dates from a spreadsheet with columns for:
First Review Date
Repeats Dropdown Options (never, daily, etc.)
Repeats every X years
Repeats yearly on (checkbox yes/no)
on 1st/2nd/3rd/4th/last
{Day of Week}
Each {Month}
Repeat Ends Dropdown Options
This import would be much, much more convenient than adding these details one by one manually to each contact.
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!