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← Customer Feedback for Redtail Technology

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  1. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    We have a similar issue and one of the problems we have had is setting a review reminder for the 1st Monday of X Month, if the first Monday is the 7th and the last review date was on the 1st, which is a Tuesday, the next review date defaults to the 7th when the review was in-fact just completed a few days prior.

    Anonymous supported this idea  · 

  2. Review Date Reminders

    61 votes
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    Received  ·  2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

  3. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    I would love to be able to automate a workflow by using a client's date of birth. For example, I would like to set up a workflow for RMD's, however these are only required if a client is 701/2, so I would need the automation to by by the client's birthday or age.

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