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1. address requirements

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   2 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Michael Collie supported this idea  ·  Dec 13, 2019

2. 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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   Michael Collie commented  ·  Dec 9, 2014  ·  Delete…

   Competitors (Sales Force, ProTracker Advantage) have Client Review features as described in the comments. Please enhance the Client Review features to show those clients who's last review contact is outside of the selected range for that client (i.e., quarterly, every 4 months, every 6 months, annually, etc.). I agree with the others that this is a CRITICAL component for our practice as exceeding the frequency of contact expectations of our clients is an absolute must in our business. Thank you!

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   Michael Collie supported this idea  ·  Dec 9, 2014