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1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

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   65 comments  ·  Redtail CRM » Client Reviews  ·  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!

   Anonymous supported this idea  ·  November 19, 2015
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   Anonymous commented  ·  November 19, 2015  ·  Delete…

   Currently, if the client review is not handled in a timely manner, the reminder disappears after a couple of days. Please change this so that it is more like a "task" and has to be "completed" before it goes away. Thank you!

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