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

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   34 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!

   Carla Entwistle supported this idea  ·  April 11, 2017
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   Carla Entwistle commented  ·  April 11, 2017  ·  Delete…

   It would be much easier and very helpful if we could directly change the "Next Review Date" under "Know Your Client", when editing the Client Review category as opposed to being required to navigate through the menu of Next, Repeat, how often, etc. So often we speak to a client and set an appointment and would just like to submit that date that we decide on with each client. Much easier and much quicker. Could we somehow override that long menu.

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