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← Customer Feedback for Redtail Technology

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  1. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

  2. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  3. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. Change First Review to Last Review under Client Review

    437 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    The current review features are a little frustrating at the moment to work with. The first meeting portion is a little useless. A better use would be to indicate when the last meeting was. The next feature that allows you to set when reviews should take place is crucial and a great feature. We utilize it to indicate when we need to reach out to our clients to schedule a review. However, a review might be scheduled for a later date. Which means, in the fiduciary reports it states the last and next review meeting dates but they are not accurate. Reviews don't always happen on when we specify they should with the review frequency. So we should have the ability to specify when the review actually happened.

    Anonymous supported this idea  · 

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