Client Review should read 'Last Review' and should be 'Overdue' if not completed on time
know your client, client review tab should read "last review" and if the next review is not completed on time, it should read "overdue"
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Suzanne Rodriguez
commented
You should just create an activiy instead of trying to change the review.
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Mike Keeler
commented
Please! This is driving us nuts!
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Piper R
commented
I love this idea. I would like to keep the first review information, but the addition of "last review" would be most welcome.
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Suzanne Rodriguez
commented
Great idea, Josie. We do it in a similar manner, but I print the report on the 1st and the 15th of each month. We only have reviews scheduled on those particular dates each month so that we don't miss anyone. My boss then decided who needs a review now and who we can roll over. Great idea with the codes though..I'm going to pass that along to my boss. Thanks!
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Josie
commented
On the first of the month, we run a quick report of all clients who are tagged for a review that month. The advisor then goes through the list and codes it. C for call, R for rollover, AR for annual review letter to be mailed. This way we don't miss anyone for the month and it's all taken care of at one time.
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Debbie Fowler
commented
I concur!!!
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Matt McCoy
commented
Being able to adjust the frequency of review would be very helpful as well.
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Mike
commented
I was just about to post this. It would be nice to check off the client after sending them a birthday card.
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Jason Grover
commented
Annual Review automation
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Joan Runke
commented
YES! Please change this in leapfrog. If you miss the review date, you can't really tell when the person was supposed to come in and it's no longer on your review schedule because it was moved to the next time period (next 6 mo. or year).
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Glenn Grosh
commented
Review dates currently automatically roll over to the next time period after a few days. Please add a feature that keeps review dates from rolling over. I want to manually do this. The current system allows you to miss a review date should you not review the report within a few days.