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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  ·  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!

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   Amy Jones commented  ·  September 09, 2014  ·  Delete…

   When completing an appointment, please give the option of updating the Review Date - and for the spouse as well.

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   Amy Jones supported this idea  ·  September 09, 2014