There should be three editable options under client review:
Last Review - enter date of most recent review.
Next Review Due - enter date to begin contact for setting next review.
Next Review Set - enter date when review is set.
Otherwise the client review area is useless.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Mark Dunbar commented
It would also be great to show these three options at the top of the screen. Also have the system see that an activity type called "review" populate these dates automatically.
Agreed! KYC is static, we need the ability to change start dates and have the system pick up the most recent review and then calculate next reminder based on the 'last review.'