Great idea, we need to track when our last review was completed. Currently I use an excel spreadsheet to track that so I know who to schedule meeting with each quarter. It would be nice if Redtail did this for me. Currently we find the client review feature useless. Meeting with clients and tracking how often we meet with them is the core of most advisor's businesses. Thank you for considering.

It's super frustrating when you have to go into a client review date to change a date or have a date drop off the calendar because it rolls to the next date. It would be nice to select the first meeting date and then select whether you want to see the client monthly, quarterly, semi-annually, or annually. Moreover, it would be great to have the review reminders stay on the calendar until you've somehow acknowledged that the review reminder can completed.

When a Review Meeting Reminder appears on the "All Day" section of the calendar it reminds us to schedule a review meeting with a client. However, there is no way to "Complete" or make the reminder go away once we have scheduled that client. This would be a very helpful tool to add to this reminder.

Client review system is horrible..
We woudl like to be able to quickly see when the last review was....
Wish there was a spot right next to the picture of the client

I set my first review date as the last meeting date and then i will have a reminder as the next date is coming up. However, if that date passes, it rolls to the next date. This makes it very difficult to see who is past due. People have listed many work arounds but this is more work for a feature that the old Redtail had. We even have a report for review reminders that give you an option on how many days past due you want when you can't get any days past due.
PLEASE fix this!

Currently, the date updates automatically when the date passes. In other words, if Jones had a review in Feb 2015, the next review is due Feb. 2016. If that review DOESN'T HAPPEN, there is no way to tell, as the review date automatically moves to Feb 2017. There needs to be a button to say whether the review actually happened. Then you could run a report with "Last Review" "Past Due Review" and "Next Review". Knowing which ones are Past Due would be very, very useful. Having it automatically move to the next year gives you inaccurate data.

We like the ability to have a "next review" option, however we rely on the activities pane to make sure we are checking tasks off as we complete them. The current review system allows an opportunity for things to be missed if for some reason we can't contact a client right away or something else comes up. It would be great I there was a radio button or checkbox added to the review section of a contact profile to add a "reminder" option or "add as a activity/task"

I have to add my voice to the growing chorus here. I am finding the client review feature very confusing. Unless I am using the software incorrectly, it appears that there is no way for a client review to show as "overdue" without automatically updating.

This is a big problem in our practice as well. I agree with other users that the (almost) two years since Redtail's response and any changes give me a bad feeling about much needed changes to this feature and other features in general.

Right now the system only lets you see client's who are 90 days past due on their scheduled Annual Review.

Example: if a client's meeting schedule is set for 1/1/15, then they "fall off the list" on 4/1/2016.

It would be wonderful if RT would re-code the Preferences section so we could extend the 90 day setting to 365 day or indefinite. That would create a very easy system for us to see who we haven't reviewed with.

We might review with a client prior to their review date or contact them prior to their Alert, and the Reminder does not allow us to mark the Review as complete.

Currently, if the client review is not handled in a timely manner, the reminder disappears after a couple of days. Please change this so that it is more like a "task" and has to be "completed" before it goes away. Thank you!

I would like to be able to access a checklist (drop down) list of some kind to indicate what type of appointment the client is having. For example, if it's a review, you could mark it as a review and it would automatically update or populate the "last review date". You should be able to have a list of past review dates. Get rid of the confusion, we don't schedule appointments by the first Tuesday of the 6 month of the year.

Can you show the "review frequency" in the dashboard? We don't use the client review, because of the issues, but could really use the review frequency, even if the review isn't filled out.

YES PLEASE ADD LAST REVIEW AS A CATEGORY TO CONTACT DASHBOARD!!!

If this automatically updates in error - showing us we've reviewed an account when we really haven't - and we all think everything has been in good order with one of our clients accounts, but it really isn't... Worst case scenario we lose potentially huge accounts from our AUM because our customer service level isn't satisfactory based on the client review section updates. - All because a system isn't working how it realistically should be by an apparent large vote of client database users compared with some other items being reviewed on the Redtail to do list.

I sincerely hope this does get addressed somehow, or we could lose out on a customer and/or their future referrals because I told a boss all of our accounts are up to date on reviews, upon which time we then we get an angry customer's phone call asking why we haven't been in touch in the past few months/years or even worse, see their account has been transferred out entirely.

The system users should be checking off that a review was completed and to update to the next scheduled review date.

Not simply a reminder that can get lost in the shuffle. Reviews are one of the most important scheduled events for customer service we could ever use on the system.

I understand there are activities that could be created that basically sidestep this issue entirely, but why even have the section in the database, then? As a reminder of how it doesn't work in the first place? It can't be a trusted source of information, which the database is all about.

How can this go for this long unchecked, or without any update on the status of the original request's review?

Hi Tara - I noticed that in the Project Tailwag demo site, the last meeting date is still shown as the First Meeting Date. Is this going to be changed? It really doesn't make sense for it to be labeled 'First Meeting Date'. It actually is the 'Last Meeting Date'.

Please advise. Thanks.

I agree that this is a critical issue that needs to be addressed. Is there any update on a resolution to the review date functionality?

It would be great to have review date be an activity that shows on the calander

We are new to Redtail, and I see review dates has been an issue for quite awhile. Not a warm feeling on getting issues resolved in a timely fashion. Add our name to the list to get "Option to Manually Update Reminders Sections" and "Client Review Should read "Last Review ...". These features are really important to us. Thank You!

It would be greatly appreciated if we could make the currently due review as completed so that we can keep track of what reviews were done and what were not.