Create a search for missing client review data
I would like to see an advanced search feature to show if the client review update frequency or client review date IS EMPTY or IS NOT EMPTY.
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!
I'm really struggling to design an audit for my company to make sure that all our clients have a review schedule set. If I have a review schedule entered in for spouse a, spouse b will show up on my list without a review schedule in place. This makes determining who actually doesn't have a scheduled very difficult. I wish I could set review schedules at a family/household level.