My feedback

1 result found

1. Account Renewal Reminder Date - Auto Renew Feature

   53 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   4 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   An error occurred while saving the comment
   Amy Moxley commented  ·  May 15, 2019  ·  Delete…

   Yes! This feature is extremely important for annual reviews for client's policies. The date should automatically appear in the REMINDER tab as an ACCOUNT RENEWAL REMINDER. It would also make sense for the date to appear on the calendar as a RENEWAL for the appropriate policy. Manually updating the renewal date through the Account tab>Account Dates>Renewal Date at each policy anniversary gives an opportunity for error that an automated feature would eliminate. Please consider this enhancement! Thank you!

   Save Submitting...
   Amy Moxley supported this idea  ·  May 15, 2019