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"
Anonymous
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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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
It would be very helpful if an activity was automatically created for client reviews so that we can track, follow up, make notes, postpone ect... Currently, we have to manually input the review after checking the know your client section.
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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.