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Lisa Bell

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  1. Filter client reviews and birthdays by user

    152 votes
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    12 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Lisa Bell commented  · 

    At this point when using the client review section, the review is put on everyone's calendar. The advisors would like the review to be put only on their calendar only. They do not feel everyone needs to know when their client reviews need to be done. This is a privacy issue. I was told the only way to fix this is to have the advisor make the client private or create an activity. What is the use of that?

    Others in the office need to be able to access the client for admin reasons. Setting client permissions to private will not help with this.

    I also saw a post below stating that the review date does not update. The review will be on the calendar each year for the original review date.

    Lisa Bell supported this idea  · 

  2. Automatically update last review date in client review section

    107 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Lisa Bell supported this idea  · 

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