written agreements review
Love the written agreements review section. Every calendar year I am required to send privacy policy notices to all of my clients. Recording this in the record is great. something that would be nice:
1. being able to generate a list of the last time I sent a PP notice to all of them
this would be great for two reasons
1. so that I can know who I am missing) at year end
2. so that when auditor comes by to see that I have done it for the year
12
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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!