It would be great if you could put a dynamic Review button in the client appointment booking page to denote whether this appointment should be the Last Review Date. Then if there is a field that says Target Date of Next Review you could enter the date specifically or choose 3, 6 or 12 months so it would remind you to reach out to schedule.

Are there any updates on adding this feature?

Are there any updates on adding this feature?

Please consider, lots of votes here on this one and there are almost 300 votes on another request that is basically asking for the same thing. Currently I'm using an excel sheet to track which is very time consuming. Meetings with clients is the primary job of an advisor and we need to be efficient in this area. Please help.

THIS IS COMMON PRACTICE FOR ADVISORS!!! CLEARLY ITS AN ISSUE. FIX IT!!!!!!!!!!!!!!!!!

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. :)

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

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.

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.

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????

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.

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.

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