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Laura Herman

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

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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Laura Herman supported this idea  · 
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    Laura Herman commented  · 

    Under know your client it shows the review dates and generates the next review based just on the date of the 1st review. This isn't always logical because we aren't always able to schedule these clients based on the perimeters we set. I would like to be able to see the ACTUAL dates of the reviews and base the next review on when the most recent review date was. For example John Smith has his 1st review January 1st. Well that isn't logical because Mr. Smith is on holiday until mid February and then he doesn't actually come in until February 14. Well chances are we won't need to see him again on March 1st. Rather we would need to see him May 14.
    How this helps: we will be able to see who we need to call with accurate dates.

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