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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  ·  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!

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   Melissa Maas commented  ·  March 02, 2016  ·  Delete…

   Agreed! And from what I gathered from IT, this is only a reminder, not necessarily a review date because if you don't follow up with the client, they will get missed and will not be pulling up on a report!

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   Melissa Maas supported this idea  ·  March 02, 2016

2. RMD Value & Information section

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   94 comments  ·  Redtail CRM » Accounts  ·  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!

   Melissa Maas supported this idea  ·  March 02, 2016