Bill

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  1. 9 votes
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    0 comments  ·  CRM » Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
    Bill shared this idea  · 
  2. 150 votes
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    9 comments  ·  CRM » Client Reviews  ·  Flag idea as inappropriate…  ·  Admin →
    Bill supported this idea  · 
    Bill commented  · 

    Add a Annual Review check box to the creating an activity pop up and allow this to be another filter to generating a report. The ultimate goal would be able to generate a report that list all the annual reviews year to date or even have the ability to quickly generate a report that list the last annual review (open/completed) linked to the client. Currently, a report can be generate that list all the open/completed appointments. The ability to separate annual reviews from follow up appointments would be extremely helpful to our firm.

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