The simple, most logical fix to this issue is to not create a next review on the calendar as an appointment but to add a phone call or a task to book the next review at some future date. That way we can control the meeting. But we need to be able to actually set the date for the activity and not rely on some arbitrary "x" months in the future (dates often end up on holidays or weekends). Not sure why this issue has not been addressed in the past 3.5 years with this many votes to fix!!!

Please consider fixing this issue! When you complete a review activity the system should automatically show the next review date a year (or whatever is selected) from the date of the last review. Selecting week three, fourth Thursday, etc. from the date of first meeting is NOT helpful. Our clients change review months all the time. Thus we have to change the date of first meeting. Frustrating!

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.

When we pull a contact's info there should a label of "Last Review" which we can update manually as we have client reviews. This would allow us to immediately know when the last client review was and run reports such as who has not had a client review in the last 6 months. I think its crazy that this is not in your system especially since its been in the works for 4 years. We have thought about changing CRMs solely due to this problem since review meeting and client contact is so important in our business.

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????

There are more than 300 votes 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 2015 - is there ever going to be any action on this????

The first review shouldn't ever changed. However if you called this last review date, that would work. For Example - let's say a new client's 1st review was in 2015 - that would never change. However it could be that their last review was 1/22/18 and then next review is 1/22/19. That's what we would need to know, not that their 1st review was in 2015, which we could find in completed activities if we did need to know it.

Has there been any update to this? This seems like a major area of improvement and has not been addressed in the last 4 years??

The automation of the next review date is great, however it is useless without the ability to see if the review was actually completed. From a regulatory standpoint we really need to be able to see what reviews where completed and when including past and upcoming would be great. If the automated templates could trigger an activity to be created based off of the next review date that would remain open until the "reviewer" completed the event that could work. The only other option is to create an event that can recur on X frequency and run reports based off of that. We have 30+ advisors that we manage and performing this in the current confines of the system is tedious to say the least.

Two suggestions:
1. If a client is no longer active, have them automatically removed from review reports.
2. I understand the auto feature of when the next review happens, but there is no way to indicate in these fields that a review with the client has actually been scheduled, or that a review that is due has been done, or is past due.

When is this going to be implemented? The Review features are really cumbersome and do not reflect the reality of how most offices actually schedule or look at reviews.

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.

You should be able to manually put in First Review Date (which you can) and manually put in Next Review Date (if you have First Review Date set to "repeat never"). I was very disappointed to see that I could not just manually put in the Next Review Date. Now I am having to create custom UDF's that say "First Review Date" and "Next Review Date" just so that i can get the dates on the same screen and be able to manually input like I want. I can still run my reports for UDF's, but it does not show next review on the "TODAY" page on on the ciient's "CONTACT" page like it would if I could just manually put both on the Know Your Client section.

Need to add a 'Ok to move forward" option so reviews don't get moved until completed. Useless the way it is set up. Just appears to be a rolling date and you can't tell if you completed all of the reviews.

Yes! Right now I use Appointments because they have more flexibility than the Client Review reminders. It would be also wonderful if we could add notes to the review reminders.

Review report is useless! We need a report of clients due in a month and those that are overdue. Not being able to filter on those criteria makes it impossible to use. Reviews in general are dealt with totally inappropriately in a software that is designed for financial offices. The Review date that is seen on the client's profile should be the last review, it should be simple to mark clients as a quarterly, bi-annual or annual review, I don't know about you but we don't meet with client's weekly, not do I need to meet with them on the exact same day every year! Redtail clean this up, make this the best feature of your software instead of the worst!

I agree completely. The first review date should be last review date. Also, in Redtail before we transitioned to Tailwag the Review Date was based on the calendar date not the 1st Monday of the month. I just tried to put a review in for a client and this is annoying. It would be nice just to say review is annually in October. Please allow us the option.