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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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   Ken Pienta commented  ·  January 12, 2015  ·  Delete…

   We are new to Redtail, and I see review dates has been an issue for quite awhile. Not a warm feeling on getting issues resolved in a timely fashion. Add our name to the list to get "Option to Manually Update Reminders Sections" and "Client Review Should read "Last Review ...". These features are really important to us. Thank You!

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   Ken Pienta supported this idea  ·  January 12, 2015