Annual Review Checkbox
Annual Review Check Box - it would be incredibly helpful within appointments or phone calls to have a check box to mark "Annual Review" so that when the activity is completed it updates the annual review date for the client to show completed on the date the activity is completed.
57
votes
Andrew Lehman
shared this idea
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Ryan Czamara commented
Our firm, we do a UDF where it is "Most Recent Client Review Year", so at the end of the year, we are able to filter out the clients who did not have a review for that year