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  1. There should be three editable options under client review:

    69 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous commented  · 

    Agreed! KYC is static, we need the ability to change start dates and have the system pick up the most recent review and then calculate next reminder based on the 'last review.'

    Anonymous supported this idea  · 

  2. Allow Customization of the Know Your Client Tab

    138 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

  3. Change First Review to Last Review under Client Review

    434 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    A big reason for a CRM is to track past meetings with clients, which helps you to schedule future meetings. The CRM does not have anywhere to track when you have actually had a meeting, beyond creating activities.

    The 'Know Your Client' has this potential, but is not flexible. Once you put in a 'first review' the system locks down these dates, which does not take into account the fact that sometimes meetings get pushed back. For example, if you meet 4x per year, but client has to push back by two months, you will have your meeting and KYC will then tell you 1 month later that you need another meeting. If instead of 'first review' you had the option of 'last review' the system would then wait the appropriate 3 months for the next reminder. I like KYC, but it does not take into account real world variability of scheduling.

  4. Meeting Agenda's

    134 votes
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    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous supported this idea  · 

  5. Clients without a meeting scheduled

    16 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

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