Is this STILL under review?! Considering that a CRM is a Customer Relationship Management System, it seems that this should be a top priority.

At our firm, we need to know the dates for the previous three (at least) client reviews, and we need to be able to run a report towards the end of the year that can show us who has not had their third and final review of the year, or who has not had one at all.

It's also not realistic that you could schedule a client on the first, second, or third day of a month in a reoccurring fashion as that is just not how scheduling with human beings works. It would be nice to have an idea of which clients should be having a review within the next month based on their review frequency(i.e. quarterly, or annually). Right now, we are manually updating UDF's on a regular basis and it's a huge time killer. Just to update the first, second, and third review dates of all of our clients takes about 2 days.

Another issue we've run into is in Know Your Client. The system will push a date automatically to the next date without even notifying us (the users) that the review is overdue. It should continue to be displayed as overdue until it is marked as a completed review somehow.

As a firm, we would like to see more ways to customize our Redtail CRM system based on our needs.

Instead of "First Review" as the selection under Client Review, would rather have it phrased as "Last Review". The review dates are never going to always be the same day of the designated cycle. Better to change as they are scheduled.

Yes please do. I'm keeping track on an excel sheet. Last review date could be a wonderful feature that tracks the history of reviews and reminds us globally of future reviews that need to be set.

Yes, "first review date" should be named "last review date" and there should be something to allow users to actually complete the review so it doesn't show up on the "past due" reminders on the calendar. This is so frustrating. What purpose does "past due review" serve if it shows all reviews, not just the ones that are actually "past due"?

Please change the "past due reminders" feature in Tailwag. Right now, if you have a 30, 60, or 90 days past due setting so you can see which client reviews were missed, it also shows clients who already had a review. In the old system, if you set the "first review date" as the actual last review date and put in the next review timeframe (i.e. 6 months) the first review (or actual last review) dropped off the calendar. Now it is impossible to tell which of the client reviews on the "past due" are actually PAST DUE. Setting your preferences "0 days" past due does not solve this problem because you might need to see back 30, 60, or 90 days to see which clients were missed in the review process. In Tailwag, you can't tell which client reviews were updated with a new "first review" (last review) date because they all show up.

YES!!! the system should have a way to track meetings occurred using the type of note. Or even being able to run a report that looks at client review date, and filter on note type and dates.

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.

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.

The review date at the top of each contact should be changeable and not directed only by the last review date ("first review date") and the frequency chosen. We should be able to change it easily without changing the last review date ("first review date").

We have a similar issue and one of the problems we have had is setting a review reminder for the 1st Monday of X Month, if the first Monday is the 7th and the last review date was on the 1st, which is a Tuesday, the next review date defaults to the 7th when the review was in-fact just completed a few days prior.

Once client is set for reminder for next review, and it shows the client under "Today's Reviews", the reminder for the client should stay there until the advisor clicks off that it is completed. This would be helpful, because I use this as a reminder to call a client for their periodic review frequency. The problem is, if the mark ends on a weekend, a day where you are out, or you don't get to it that day, the reminder falls off. This renders this potentially great tool to useless.

For client review. If the first review date is 1/1/16 and they are annually I would like a list of the review dates as they are passed by so we can input whether they are completed (and if so when) as well as if we failed to do the review, or if we have it scheduled at least. (Being able to customize which action type/category combinations triggered this completion and moved out the date would fix it [also adding a failed/canceled] option to an activity Then I could look up what reviews are due and not yet scheduled or done.

Please address this issue. Multiple people have requested something similar.

I accidentally hit flag idea as inappropriate and couldn't undo. Sorry!

Please Permit the "Next Review Date" field to be custom filled. This field is not useful as it is because we pre-schedule meetings and are not able to enter the next meeting into this field.
It would be nice to see when the last review was held with a client, as well.

We had a feature in the old CRM that would remove a client from the Client review report once the client was scheduled and had a set appointment.

With the new CRM when I run the report, I am still showing clients who have scheduled appointments and have been seen, yet they still show up on the report.

Example: If I run the client review report ( I run a 7 days past due and 7 days ahead) and Joe a client is scheduled to come in 7/5/2017. We contact him, put him on the calendar for a week out 7/12/2017. The following week I run the report and his name is still listed on the report. After he has been scheduled and seen in our office.

If there is a way to have these client removed from the report after they have been scheduled?? It would be very helpful for our office.

Please this is necessary. See Gina Pederson's comment.

Has RedTail been reviewing this since July 2014?

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