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  1. Automations: Make the Know your Client Review Date a Trigger Event

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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    Have an option for "not done" or something like that for skipped appts, activities etc. If a client is a "no show" I don't want to delete the activity or mark it as complete, but want it off the calendar as a open activity

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    Anonymous commented  · 

    Have a field "last review" that is auto updated after review meeting ; should be displayed on front page list last activity

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