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Alex

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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  ·  Admin →
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    Alex commented  · 

    We like the ability to have a "next review" option, however we rely on the activities pane to make sure we are checking tasks off as we complete them. The current review system allows an opportunity for things to be missed if for some reason we can't contact a client right away or something else comes up. It would be great I there was a radio button or checkbox added to the review section of a contact profile to add a "reminder" option or "add as a activity/task"

    Alex supported this idea  · 

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