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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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    Anonymous commented  · 

    Just switched over to Tailwag and needed to enter a client's First Review Date. Don't like all the mandatory selections needed in order to calculate the Next Review Date (Repeats every X years, month, Repeats Yearly on). Having to select the month then the day of the week doesn't make sense if you simply want the Next Review Date to calculate based off the First Review Date like the legacy version did.

    Also, what happened to Last Review Date? Would be nice to have it as a free form field where we can manually enter the date of the last review.

    Anonymous supported this idea  · 

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