This would be awesome if it created a task for us to schedule the meeting. Now if only automations could create activities too...

Two suggestions:
1. If a client is no longer active, have them automatically removed from review reports.
2. I understand the auto feature of when the next review happens, but there is no way to indicate in these fields that a review with the client has actually been scheduled, or that a review that is due has been done, or is past due.

When is this going to be implemented? The Review features are really cumbersome and do not reflect the reality of how most offices actually schedule or look at reviews.

Please implement this change. In real life, almost no client comes in exactly every 6 months from the very first time they came in for a review. We always set a date 6 months or a year after the client actually comes in for their actual review. There also seems to be a system glitch where the date we are manually putting in as the "first review date", but is actually their "last review date" keeps reverting back. We have had to resort to using the UDF feature now because we cannot trust that the date we are manually entering into the review section is staying there.

You should be able to manually put in First Review Date (which you can) and manually put in Next Review Date (if you have First Review Date set to "repeat never"). I was very disappointed to see that I could not just manually put in the Next Review Date. Now I am having to create custom UDF's that say "First Review Date" and "Next Review Date" just so that i can get the dates on the same screen and be able to manually input like I want. I can still run my reports for UDF's, but it does not show next review on the "TODAY" page on on the ciient's "CONTACT" page like it would if I could just manually put both on the Know Your Client section.

This suggestion would be so helpful in saving enormous amount of time administering semi-annual reviews for clients. Highly suggested improvement.

Need to add a 'Ok to move forward" option so reviews don't get moved until completed. Useless the way it is set up. Just appears to be a rolling date and you can't tell if you completed all of the reviews.

Yes! Right now I use Appointments because they have more flexibility than the Client Review reminders. It would be also wonderful if we could add notes to the review reminders.

Review report is useless! We need a report of clients due in a month and those that are overdue. Not being able to filter on those criteria makes it impossible to use. Reviews in general are dealt with totally inappropriately in a software that is designed for financial offices. The Review date that is seen on the client's profile should be the last review, it should be simple to mark clients as a quarterly, bi-annual or annual review, I don't know about you but we don't meet with client's weekly, not do I need to meet with them on the exact same day every year! Redtail clean this up, make this the best feature of your software instead of the worst!

I agree completely. The first review date should be last review date. Also, in Redtail before we transitioned to Tailwag the Review Date was based on the calendar date not the 1st Monday of the month. I just tried to put a review in for a client and this is annoying. It would be nice just to say review is annually in October. Please allow us the option.

Is this STILL under review?! Considering that a CRM is a Customer Relationship Management System, it seems that this should be a top priority.

At our firm, we need to know the dates for the previous three (at least) client reviews, and we need to be able to run a report towards the end of the year that can show us who has not had their third and final review of the year, or who has not had one at all.

It's also not realistic that you could schedule a client on the first, second, or third day of a month in a reoccurring fashion as that is just not how scheduling with human beings works. It would be nice to have an idea of which clients should be having a review within the next month based on their review frequency(i.e. quarterly, or annually). Right now, we are manually updating UDF's on a regular basis and it's a huge time killer. Just to update the first, second, and third review dates of all of our clients takes about 2 days.

Another issue we've run into is in Know Your Client. The system will push a date automatically to the next date without even notifying us (the users) that the review is overdue. It should continue to be displayed as overdue until it is marked as a completed review somehow.

As a firm, we would like to see more ways to customize our Redtail CRM system based on our needs.

I would like client review's to stay on calendar and be able to "completed" and converted to activities so you can add notes directly to the activity itself and have them appear in the client's note section.
On the top of a contact's page, it currently lists "next review". Last Review should also be noted here, as well as linked to a separate log of all reviews and corresponding notes. It is imperative to have access to these records. The reviews go away same day - they should not go away until status is changed to "completed". Reviews might happen after a week of rebalancing portfolios so NEED to see them always. I understand "client review" is to prompt/remind us to do the review, but we should have the ability to turn it into an activity, that way we have a record and ability to put in notes. Also, what if you don't get to the review, you can't roll it over....(lands on holiday, out on vacation, business came up need to push forward, etc). The solution is not to double our work and take the time to create both an activity AND a Client Review. This is redundant and inefficient. The Client Review Feature NEEDS TO BE UPDATED to COMBINE its current benefits (such as appearing on the Today/Homepage, under "Today's Reviews"), with the functionality of all other client/calendar activities.

Also, "The 'Client Review' section should be more integrated with the calendar so they work together for a more comprehensive client review calendar. When a reoccurring Client Review notice pops up, it should have the ability to schedule the client meeting as an activity in the calendar and mark the review reminder as complete. The review reminder should be set up similar to a task, meaning that it does not go away until it is marked complete. Once the client meeting activity is complete, it should be updated in the Client Review section as "Last Review date".

With the current system to have a client review schedule requires that I put a reminder in Client Review, then create a separate reoccurring task to schedule the meeting, and then create another separate activity for the actual client meeting/contact. In essence I have 3 calendar items for one actual meeting. Not very efficient or calendar-friendly."

I second that we need to be able to put in notes for the client review and to also have an ability to "complete" the activity. I understand "client review" is to prompt/remind us to do the review, but we should have the ability to turn it into an activity, that way we have a record and ability to put in notes. Also, what if you don't get to the review, you can't roll it over....(lands on holiday, out on vacation, business came up need to push forward, etc). I would prefer to update the Client Review feature instead of just telling me to have the client review AND create an activity, this is redundant and a waste of my time.

Instead of "First Review" as the selection under Client Review, would rather have it phrased as "Last Review". The review dates are never going to always be the same day of the designated cycle. Better to change as they are scheduled.

Yes please do. I'm keeping track on an excel sheet. Last review date could be a wonderful feature that tracks the history of reviews and reminds us globally of future reviews that need to be set.

Yes, "first review date" should be named "last review date" and there should be something to allow users to actually complete the review so it doesn't show up on the "past due" reminders on the calendar. This is so frustrating. What purpose does "past due review" serve if it shows all reviews, not just the ones that are actually "past due"?

Please change the "past due reminders" feature in Tailwag. Right now, if you have a 30, 60, or 90 days past due setting so you can see which client reviews were missed, it also shows clients who already had a review. In the old system, if you set the "first review date" as the actual last review date and put in the next review timeframe (i.e. 6 months) the first review (or actual last review) dropped off the calendar. Now it is impossible to tell which of the client reviews on the "past due" are actually PAST DUE. Setting your preferences "0 days" past due does not solve this problem because you might need to see back 30, 60, or 90 days to see which clients were missed in the review process. In Tailwag, you can't tell which client reviews were updated with a new "first review" (last review) date because they all show up.

Create a workflow trigger that automatically create a workflow based on the Next Client Review Meeting. This will allow individuals to set their annual review meeting reminder and the program will kick start the workflow and take the thinking out of searching for who has not been seen in a while. This will improve systems as well as speed up the schedule review meeting process.

Client Review reminder section needs to be integrated with the calendar. When creating an activity, one of the "types" offered from the drop down should be "Review". Then the "Client Review" section should be able to pull up that information to schedule the next reminder based on the last Review that was actually scheduled/completed. Also, need to be able to set the repeat frequency in Client Review reminder for "semi-annually".

YES!!! the system should have a way to track meetings occurred using the type of note. Or even being able to run a report that looks at client review date, and filter on note type and dates.