David Smith
My feedback
4 results found
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564 votes
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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135 votes
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!
David Smith supported this idea · -
7 votes
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!
David Smith supported this idea · -
315 votes
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!
David Smith supported this idea ·
I don't think the Review Date should be updated if they come in later than expected. I keep my clients on a 13 week visit schedule, as well as an annual review, which relates to me charging them for their annual fee. By your logic, that would keep pushing dates back, and I'd like to keep my clients on a consistent calendar as well as get paid for my services on a regular basis instead of having that get pushed off.