Make it possible to change a client's next review date without changing first review date!
It is frustrating when we need to move a client's 'next review date' to another month - go to Edit and only option is to change 'FIRST review date' thus losing that information; there should be an option to change 'NEXT review date.'
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Paul Sharkey commented
Would be nice if there was a preference at the database level as to whether or not the next date automatically updates. We have about 150 firms using Redtail and the ones that use the review feature are pretty split on this.
Carla Entwistle commented
It would be much easier and very helpful if we could directly change the "Next Review Date" under "Know Your Client", when editing the Client Review category as opposed to being required to navigate through the menu of Next, Repeat, how often, etc. So often we speak to a client and set an appointment and would just like to submit that date that we decide on with each client. Much easier and much quicker. Could we somehow override that long menu.
The way that the Client Review fields are set up right now is a nightmare for us. First of all, I don't know anyone who says to their clients, "Ok, we'll have our next meeting on the 1st Thursday of October next year."
We were able to work around the system by setting the "review frequency" and working backwards to get it to show the correct review date for a client, but this has changed now as well as they won't let you save the information unless you enter a "X Day of X Month of X Frequency" now.
This has been the most frustrating thing for our office since we've switched to Redtail. Why can't we just enter a date for "Next Client Review" like all of the other CRMs have? Or at the very least, why can't we enter the date for next review and keep the frequency like "annually" that would allow the system to set up future reminders.
Please look into changing this so that we can manually enter a "Next Review Date." The system is too difficult for our Advisors to use and too frustrating for our staff to use in its current state.
I have been having a problem/seeing a need to modify this as well. The Next Review date should say Reminder Review Date and second field should be added for Next Review Date which would reflect the Actual Review Date. I have a reminder review date for 2/6/2017 for a client, She just called to schedule a review for 2/16/17. There is no where to put this date without changing the recurring reminder. Also both of these Fields should appear on Review Report as well as Last Review Date.
Agreed! We've used UDFs as a work around but if the client review dates were manual and didn't pre-populate or automatically reset we'd be able to use them.
Just switched over to Tailwag and needed to enter a client's First Review Date. Don't like all the mandatory selections needed in order to calculate the Next Review Date (Repeats every X years, month, Repeats Yearly on). Having to select the month then the day of the week doesn't make sense if you simply want the Next Review Date to calculate based off the First Review Date like the legacy version did.
Also, what happened to Last Review Date? Would be nice to have it as a free form field where we can manually enter the date of the last review.
Melissa Maas commented
Agreed! And from what I gathered from IT, this is only a reminder, not necessarily a review date because if you don't follow up with the client, they will get missed and will not be pulling up on a report!
Laura Herman commented
Under know your client it shows the review dates and generates the next review based just on the date of the 1st review. This isn't always logical because we aren't always able to schedule these clients based on the perimeters we set. I would like to be able to see the ACTUAL dates of the reviews and base the next review on when the most recent review date was. For example John Smith has his 1st review January 1st. Well that isn't logical because Mr. Smith is on holiday until mid February and then he doesn't actually come in until February 14. Well chances are we won't need to see him again on March 1st. Rather we would need to see him May 14.
How this helps: we will be able to see who we need to call with accurate dates.
Gregg Shaw commented
the default viewing is "reminder review date" NOT "Next review date". I need the option to save the "next review date" for my weekly reviews with portfolio manager.
This feature was available before we upgraded to TailWag. I went through this w/ Brian who is trying to help me. This feature needs to be added since I rely on this religiously in managing my clients accounts.
Sharon Olson commented
I would like to have secondary Client Review date field. Reason is to keep the initial first client review date and change the second date to reflect new carry over if client misses review on a quarterly bases. Thank you.
David Smith commented
I don't think the Review Date should be updated if they come in later than expected. I keep my clients on a 13 week visit schedule, as well as an annual review, which relates to me charging them for their annual fee. By your logic, that would keep pushing dates back, and I'd like to keep my clients on a consistent calendar as well as get paid for my services on a regular basis instead of having that get pushed off.
Gayle McKearin commented
I think "next review" should just be a month.....not an exact date (unless, of course, you have it definitely scheduled). Then, you could run a report of "reviews due in March" for an example. This doesn't make sense to me to have a date when an appointment isn't even scheduled.
Two improvements related to client review dates.
1. Is there a way the client review date can be updated after the client actually comes in. For example if their review date is set for 1/15/15 annually but they don't actually come in until 2/25/15, is it possible that redtail would just update the next review date to be 2/25/16?
2. The client review dates show up on the calendar as all day events. Is there a way after the appointment is set to close out the client review as if it were a task so that particular one doesn't show up on the calendar anymore. I know you can hide all client reviews, but I would just like to close out that one once it is scheduled.
Cient Review section, next review date change.