Know Your Client
Please put this option back to the way it was and bring back the calendar within to be able to change the actual day of month like before under : Repeat on. Just had a client meet on the 31st of July but now even though selecting every two months it jumped to January 31, 2021 maybe since two following months only have 30 days????
Also, instead of prompting First Review change to Date Last Review.
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Carin commented
YES!!!! UGH!!! So, I just called and spoke with Brad at Redtail and have the same complaint! The workaround of changing the actual review date to August 30 instead of August 31 (when the meeting actually took place) is unacceptable. I want to see the ACTUAL date the meeting was held and then be able to set the reminder for XX number of months out...but it is defaulting to May 31, 2021. I used to be able to set the next review date for the 1st of the month so the advisor can see that the client needs a review some time that month, the actual day to be determined. Please, please, please bring that back.
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Emily commented
Yes - I agree that the *Custom Repeat* feature was much better / more clear before the most recent change.