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Anonymous

← Customer Feedback for Redtail Technology

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3 results found

  1. Automatically update last review date in client review section

    107 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    If the client has an appointment on the schedule for a review the reminder no longer shows on the calendar as a reminder. The ability to disable when making an appointment would be an option. Ex. Create appointment do you want to disable the review reminder. But only for that review not all reviews going forward. One time override.

    Anonymous supported this idea  · 

  2. Review Date Reminders

    61 votes
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    Received  ·  2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous shared this idea  · 

  3. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

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