I was wondering if it is in the pipeline to add a button/feature to the Reviews section of Redtail.

Our office is running into an issue every year that people push their reviews back and we end up with a ton of reviews in December (because we are required to meet every year).

Would it be possible to add a feature that says “Preferred Meeting Month” – with the months as drop downs? Example - if a client is scheduled or March, but they don’t meet until September, next year when we reach out, they are reached out to in March, not September.