Remove Review Date when Client Status = Terminated
when you terminate a client, their review date should be automatically removed so they stop showing up on the review date reminder
Bethany
shared this idea
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!
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Suzanne Rodriguez
commented
I also find that cumbersome. You have to not only change their status, you have to remove them from tag groups, change their review date to null and cancel all activities. I think it would be difficult for Redtail to actually accomplish this because everyone has different criteria when it comes to maintaining their contact. This is such a manual process and I don't think people understand that. There really is nothing automatic when you think about it.