Client Review Dates
Have "next review" be the actual date we schedule with the client for his or her next review -
Have a "next review due" for when they should be due for their next review
Have a "last review" field as well
Have these right where the "next review" currently is so if a client calls in we can quickly retrieve this information. Currently, when we create an activity for his or her review we have to locate that activity (especially if it's planned well in advance)
Then we can easily export and see who is due for a review
Anonymous
shared this idea
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Nathan Burcham
commented
Just spoke with Redtail regarding this issue. Still nothing. I see similar requests to this going back to 2017. Here we are in 2024 and nothing. This is such a huge, obvious deficiency. It doesn't seem like it would be too tough to fix.