Annual Review COMPLETED Section on Main Client Contact Page
Please add a box that can be checked off or written in free form to detail when the annual review is completed.
I know the "Know your client" section has a "Client Review" feature, but that just alerts me for the next review.
It would be super beneficial to have a place on the main contact screen for a particular client that shows if we have completed the annual review or not. This will allow us to quickly glance and see during our other conversations if we have completed this documented annual review.
Either a yearly check box or a free form box that we can type in the date of completion.
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
Yes, please add my vote to this addition to Redtail
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Leo O'Connor Jr commented
Yeah, we had to add a UDF to do that. It would make lots of sense if that was built in better.
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Leo O'Connor Jr commented
We are just starting a tracking using UDFs on the contact level and using the annual review field but instead of putting down the first review, we put the date of the latest review instead. It would be nice to know that info under the KYC part of the home page. Also could do with a review calendar where it has 12 squares, one for each month, and then shows you based on the KYC field when each one is due for an appointment (and possibly showing the same client 4 times if they have quarterly meetings)
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Anonymous commented
I would like a field on the main contact page that says "Last" or"Latest Annual Review."