My feedback

1 result found

1. History of Client Reviews

   190 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   9 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Chelsea Peterson commented  ·  Sep 1, 2016  ·  Delete…

   It would be helpful to be able to enter client review dates of not only the first client review, but have a running list of all the dates the client was reviewed. Then we could see a list of the dates and not just override the "first client review date" every time (I don't want to set the recurring reminder). I would just like a history of the dates reviewed instead of just the "first" which then ends up getting replaced.

   Save Submitting...
   Chelsea Peterson supported this idea  ·  Sep 1, 2016