I am currently automating a “Client Review” process for a financial client on a quarterly/annual basis. However, Redtail’s Client Reviews module does not allow for direct integration with the calendar — meaning you cannot turn a review reminder into a complete activity or associated notes.
My problem is:
When a Client Review is marked complete, the system does not automatically schedule the next review date or create an associated activity. So the question is: Does Redtail have a built-in integration, or is there a tutorial for:
Automatically turning a Client Review into an Activity, so that you can take notes, mark yourself as done, and save the history?