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1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

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   65 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!

   Michael Endress supported this idea  ·  May 26, 2016
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   Michael Endress commented  ·  May 26, 2016  ·  Delete…

   I have to add my voice to the growing chorus here. I am finding the client review feature very confusing. Unless I am using the software incorrectly, it appears that there is no way for a client review to show as "overdue" without automatically updating.

   This is a big problem in our practice as well. I agree with other users that the (almost) two years since Redtail's response and any changes give me a bad feeling about much needed changes to this feature and other features in general.

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