Automatically update last review date in client review section
It would be nice if I could schedule a client meeting on the calendar and complete it then the date would auto fill in the the first review date of the client review field under know your client.
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!
Yes Yes Yes!! Have a permanent category in the Calendar that works directly with the Next Review system. And have it automatically adjust when the next appt should be. If your client was supposed to be reviewed every September and February but you review that client in October then have it adjust accordingly to October and March. Also, have it update both clients if married. This system should talk to itself a little more that it does.
If the client has an appointment on the schedule for a review the reminder no longer shows on the calendar as a reminder. The ability to disable when making an appointment would be an option. Ex. Create appointment do you want to disable the review reminder. But only for that review not all reviews going forward. One time override.