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David Smith

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  1. 564 votes
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    David Smith commented  · 

    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.

  2. 135 votes
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    5 comments  ·  Redtail CRM » Email  ·  Admin →
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    David Smith supported this idea  · 
  3. 7 votes
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    David Smith supported this idea  · 
  4. 315 votes
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    David Smith supported this idea  · 

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