First review date should be re-named "Last Review Date" - also need to able to manually enter a date - makes no sense to pick a day or date based on an arbitrary one month, two month, etc (So I pick an actual date and it falls on a a Saturday or Sunday, what then?). I understand the need to create automation but it doesn't fit every client - give us the option to enter a date manually.

First review date should be re-named "Last Review Date" - also need to able to manually enter a date - makes no sense to pick a day or date based on an arbitrary one month, two month, etc (So I pick an actual date and it falls on a a Saturday or Sunday, what then?). I understand the need to create automation but it doesn't fit every client - give us the option to enter a date manually.

First review date should be re-named "Last Review Date" - also need to able to manually enter a date - makes no sense to pick a day or date based on an arbitrary one month, two month, etc (So I pick an actual date and it falls on a a Saturday or Sunday, what then?). I understand the need to create automation but it doesn't fit every client - give us the option to enter a date manually.

Read the notes!

there should be a "last review date" field that is visible instead of the "next review date field" we don't normally schedule a next review when the client is in for their current one! so to be able to pull up a client and see when the last time we met with them would seem to make more sense.

The review date at the top of each contact should be changeable and not directed only by the last review date ("first review date") and the frequency chosen. We should be able to change it easily without changing the last review date ("first review date").

We have a similar issue and one of the problems we have had is setting a review reminder for the 1st Monday of X Month, if the first Monday is the 7th and the last review date was on the 1st, which is a Tuesday, the next review date defaults to the 7th when the review was in-fact just completed a few days prior.

Once client is set for reminder for next review, and it shows the client under "Today's Reviews", the reminder for the client should stay there until the advisor clicks off that it is completed. This would be helpful, because I use this as a reminder to call a client for their periodic review frequency. The problem is, if the mark ends on a weekend, a day where you are out, or you don't get to it that day, the reminder falls off. This renders this potentially great tool to useless.

For client review. If the first review date is 1/1/16 and they are annually I would like a list of the review dates as they are passed by so we can input whether they are completed (and if so when) as well as if we failed to do the review, or if we have it scheduled at least. (Being able to customize which action type/category combinations triggered this completion and moved out the date would fix it [also adding a failed/canceled] option to an activity Then I could look up what reviews are due and not yet scheduled or done.

Please address this issue. Multiple people have requested something similar.

I accidentally hit flag idea as inappropriate and couldn't undo. Sorry!

Please Permit the "Next Review Date" field to be custom filled. This field is not useful as it is because we pre-schedule meetings and are not able to enter the next meeting into this field.
It would be nice to see when the last review was held with a client, as well.

We had a feature in the old CRM that would remove a client from the Client review report once the client was scheduled and had a set appointment.

With the new CRM when I run the report, I am still showing clients who have scheduled appointments and have been seen, yet they still show up on the report.

Example: If I run the client review report ( I run a 7 days past due and 7 days ahead) and Joe a client is scheduled to come in 7/5/2017. We contact him, put him on the calendar for a week out 7/12/2017. The following week I run the report and his name is still listed on the report. After he has been scheduled and seen in our office.

If there is a way to have these client removed from the report after they have been scheduled?? It would be very helpful for our office.

Please this is necessary. See Gina Pederson's comment.

Has RedTail been reviewing this since July 2014?

The NEXT REVIEW date on the top left of the client record would be a completable activity that would then schedule out another call/task based on the frequency selected.

For Example:

A client set to have quarterly reviews would show their next review date. Once this activity or call to schedule the review has been completed then the next review date would be set for three months later.

I agree with this post. This would be very helpful and see like it would be an easy upgrade. Thanks.

The current review features are a little frustrating at the moment to work with. The first meeting portion is a little useless. A better use would be to indicate when the last meeting was. The next feature that allows you to set when reviews should take place is crucial and a great feature. We utilize it to indicate when we need to reach out to our clients to schedule a review. However, a review might be scheduled for a later date. Which means, in the fiduciary reports it states the last and next review meeting dates but they are not accurate. Reviews don't always happen on when we specify they should with the review frequency. So we should have the ability to specify when the review actually happened.

We would like the ability to enter the date of the last review meeting so that we can easily track the length of time since it ocurred

Great idea - how about having the client review reminder trigger an automation to start a specific workflow also.

Would be nice if there was a preference at the database level as to whether or not the next date automatically updates. We have about 150 firms using Redtail and the ones that use the review feature are pretty split on this.