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

Would be nice if there was a preference at the database level as to whether or not the next date automatically updates. We have about 150 firms using Redtail and the ones that use the review feature are pretty split on this.

Would be nice if there was a preference at the database level as to whether or not the next date automatically updates. We have about 150 firms using Redtail and the ones that use the review feature are pretty split on this.

This is the one most important thing that will make the program more useful.

It would be much easier and very helpful if we could directly change the "Next Review Date" under "Know Your Client", when editing the Client Review category as opposed to being required to navigate through the menu of Next, Repeat, how often, etc. So often we speak to a client and set an appointment and would just like to submit that date that we decide on with each client. Much easier and much quicker. Could we somehow override that long menu.

The way that the Client Review fields are set up right now is a nightmare for us. First of all, I don't know anyone who says to their clients, "Ok, we'll have our next meeting on the 1st Thursday of October next year."

We were able to work around the system by setting the "review frequency" and working backwards to get it to show the correct review date for a client, but this has changed now as well as they won't let you save the information unless you enter a "X Day of X Month of X Frequency" now.

This has been the most frustrating thing for our office since we've switched to Redtail. Why can't we just enter a date for "Next Client Review" like all of the other CRMs have? Or at the very least, why can't we enter the date for next review and keep the frequency like "annually" that would allow the system to set up future reminders.

Please look into changing this so that we can manually enter a "Next Review Date." The system is too difficult for our Advisors to use and too frustrating for our staff to use in its current state.

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.

I have been having a problem/seeing a need to modify this as well. The Next Review date should say Reminder Review Date and second field should be added for Next Review Date which would reflect the Actual Review Date. I have a reminder review date for 2/6/2017 for a client, She just called to schedule a review for 2/16/17. There is no where to put this date without changing the recurring reminder. Also both of these Fields should appear on Review Report as well as Last Review Date.

Agreed! We've used UDFs as a work around but if the client review dates were manual and didn't pre-populate or automatically reset we'd be able to use them.

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!

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

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.

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.