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Gregg Shaw

← 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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    Gregg Shaw commented  · 

    the default viewing is "reminder review date" NOT "Next review date". I need the option to save the "next review date" for my weekly reviews with portfolio manager.
    This feature was available before we upgraded to TailWag. I went through this w/ Brian who is trying to help me. This feature needs to be added since I rely on this religiously in managing my clients accounts.

    Gregg Shaw supported this idea  · 

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

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Gregg Shaw supported this idea  · 

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