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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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   Anonymous commented  ·  Dec 14, 2017  ·  Delete…

   Need to add a 'Ok to move forward" option so reviews don't get moved until completed. Useless the way it is set up. Just appears to be a rolling date and you can't tell if you completed all of the reviews.

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   Anonymous supported this idea  ·  Dec 14, 2017