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.

There should be three editable options under client review:
Last Review - enter date of most recent review.
Next Review Due - enter date to begin contact for setting next review.
Next Review Set - enter date when review is set.

Otherwise the client review area is useless.

Up to 258 votes from the 150 I noted June 2018 and yet there is still no action here. What is the holdup?????

PLEASE update this to show the LAST REVIEW that actually happened, and then NEXT REVIEW DATE SHOULD BE, instead of NEXT REVIEW DATE. If NEXT REVIEW DATE, it looks like it is already scheduled, when it isn't.

When scheduling an appointment, there could be a box we check to update the CLIENT REVIEW dates. Also, you could put a box we check off in the CLIENT REVIEW section to say that the NEXT REVIEW IS scheduled.

Like others, we are using a separate Excel spreadsheet, when the CRM should be tracking this for us.

THANK YOU. :)

This feature would be incredibly helpful, especially to the assistants (like myself!) that are the ones calling and scheduling these appointments. No one comes in for a review exactly 6 months or a year after their last appointment. If it's a trigger event, I could include in my action to give me a reminder in another 5 months to get them scheduled again based on the actual date they were in, not on the date that was entered previously.

Also, with this feature, I would hope that the automatic updating of that review date field would stop. If their review date is April 20th, and they can't come in until June 15th, my reminder is still going to be for October 20th, which is going to throw off the 6 month schedule. I think this field has a lot of potential, but isn't as functional as it could be.

I see that it's marked as under review since December 7, 2015 - does that mean it's still being looked at more than 3 years later? Can we get an update on this?

Please update. Client reviews is actually one of the main things we do as advisors. Still using excel to track this :(

It would be awesome if the "First Review Date" would actually be the "Last Review Date" and you could populate that and have it advance the Next Review Date based on the frequency selected.

The simple, most logical fix to this issue is to not create a next review on the calendar as an appointment but to add a phone call or a task to book the next review at some future date. That way we can control the meeting. But we need to be able to actually set the date for the activity and not rely on some arbitrary "x" months in the future (dates often end up on holidays or weekends). Not sure why this issue has not been addressed in the past 3.5 years with this many votes to fix!!!

Please consider fixing this issue! When you complete a review activity the system should automatically show the next review date a year (or whatever is selected) from the date of the last review. Selecting week three, fourth Thursday, etc. from the date of first meeting is NOT helpful. Our clients change review months all the time. Thus we have to change the date of first meeting. Frustrating!

I couldn't agree more! Trying to determine my next month's clients to call is THE most tedious task I have. It takes so long to figure out when they REALLY came in last, not when they first came in.

Please consider adding a "last review date" field. This would be a really essential feature for my company and would allow us to use the system much more often.

When we pull a contact's info there should a label of "Last Review" which we can update manually as we have client reviews. This would allow us to immediately know when the last client review was and run reports such as who has not had a client review in the last 6 months. I think its crazy that this is not in your system especially since its been in the works for 4 years. We have thought about changing CRMs solely due to this problem since review meeting and client contact is so important in our business.

Agreed! There should be a "last review date" so we can run a report such as who had their last review date over 6 months ago.

From the comments below it seems a good number of users would benefit from adding a Last or Most Recent Review Date field. That seems reasonable as the current field (First Review Date) may be also used by some so go ahead and keep that field; just add a new field. I think many users would appreciate this update! Thanks.

This would be an incredibly helpful enhancement and would help automate the client review process.

There are more than 150votes on this issue, it's obviously a sore spot with advisors. First Review Date should be titled Last Review Date (reason is self-explanatory) and the we should be able to manually enter a next review date, not have it automatically calculated (monthly, every 3 months, on the 15th will put reviews on Saturday's and Sunday's). This suggestion has been open since 2017 - is there ever going to be any action on this????

There are more than 300 votes on this issue, it's obviously a sore spot with advisors. First Review Date should be titled Last Review Date (reason is self-explanatory) and the we should be able to manually enter a next review date, not have it automatically calculated (monthly, every 3 months, on the 15th will put reviews on Saturday's and Sunday's). This suggestion has been open since 2015 - is there ever going to be any action on this????

The first review shouldn't ever changed. However if you called this last review date, that would work. For Example - let's say a new client's 1st review was in 2015 - that would never change. However it could be that their last review was 1/22/18 and then next review is 1/22/19. That's what we would need to know, not that their 1st review was in 2015, which we could find in completed activities if we did need to know it.

Has there been any update to this? This seems like a major area of improvement and has not been addressed in the last 4 years??

The automation of the next review date is great, however it is useless without the ability to see if the review was actually completed. From a regulatory standpoint we really need to be able to see what reviews where completed and when including past and upcoming would be great. If the automated templates could trigger an activity to be created based off of the next review date that would remain open until the "reviewer" completed the event that could work. The only other option is to create an event that can recur on X frequency and run reports based off of that. We have 30+ advisors that we manage and performing this in the current confines of the system is tedious to say the least.