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

Agreed, and I would like the last review date to flow to the timeline or notes so that I can easily see the meeting history of a contact.

I would like the Client Review box to add a line for "Most Recent Review" So you would have "Initial", formula for future reviews, "Most Recent Review"- that could be written in, and"Next Review"

Client Review has initial review date, and a formula for next review date. We would additionally like a field- that could be searched or reported of course- for Latest Client Review to be seen in the same Client Review box. The actual date of the most recent review doesnt always coincide with the formula and it would be very helpful when looking at a client page to quickly see that last date

Add field: Last Review Date
It would be helpful to be able to search a history of all client reviews within a specified timeframe

I would like the ability to enter the last review date for a client into the system and then be able to run a advanced search or report later on so that I can easily see which of my Rep's clients have have had a review and when it was done last.

Review Dates
The automatic update is confusing. But what makes this system even harder to use it that "First Review Date" which we use as last review date is not sort able anywhere. You should be able to get a report of that date so you could know if a client hasn't been in for a while. You should also be able to simply put in a month for client review, though it looks like you can enter "each January" it then prompts you that you haven't chosen a specific day or week. The process of using the review tool was one of the features we thought would be great in Redtail and it functionality is aggravating to say the least!

"Knowing your Client" instead of wording it "First Review Date" would be helpful to word it "Last Review date". Also, the calculator for the "Next Review Date" doesn't always work.