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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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46 results found

  1. Automations: Make the Know your Client Review Date a Trigger Event

    The Last/Next Review Date fields in the Know Your Client section is something our practice uses to help schedule the next review date for each client, rather than creating an activity for it, to help minimize the data footprint of each contact record (because there is enough "clutter" on record). If there were a way to make either of these fields, or both, a trigger event for an automation template(i.e. linking a Review Meeting workflow)...I believe it would enhance the Redtail experience.

    775 votes
    34 comments  ·  Client Reviews  ·  Admin →
    How important is this to you?

  2. 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.'

    571 votes
    35 comments  ·  Client Reviews  ·  Admin →
    How important is this to you?

  3. Add Additional Fields to the Client Review Section

    The Client Review section is lacking. For compliance purposes, advisers need to track when the contact the clients for meetings. Please add the following fields in the Client Review Section:
    1. Date Last Met
    2. Date Last Contacted
    3. Preferred Meeting Place
    4. Preferred Contact Method

    348 votes
    18 comments  ·  Client Reviews  ·  Admin →
    How important is this to you?

  4. Remove Review Date when Client Status = Terminated

    when you terminate a client, their review date should be automatically removed so they stop showing up on the review date reminder

    97 votes
    1 comment  ·  Client Reviews  ·  Admin →
    How important is this to you?

  5. History of Client Reviews

    Can we have a system that tracks the history of Client Reviews? Currently we have the option to input the first review, but I don't see how we can track what has been completed. Some clients will not meet exactly within a year (six months, quarterly, etc.) of the first meeting. It would be nice to enter in the reviews and then have the countdown to the next review begin based on the last completed review.

    193 votes
    9 comments  ·  Client Reviews  ·  Admin →
    How important is this to you?

  6. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    know your client, client review tab should read "last review" and if the next review is not completed on time, it should read "overdue"

    1,280 votes
    65 comments  ·  Client Reviews  ·  Admin →
    How important is this to you?
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