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Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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1 result found

  1. client review reminders

    Client Review Alert problem i.e. on 8/20/21 there was an alert was for a client - the last review date was 8/20/21 and the next one is 2/20/22, why is it showing as an alert on 8/20/21? There are many examples like this. Between that and once a review date is overdue, it makes the alert system useless. I end up having to download my last review, next review dates into an excel spreadsheet to use and f/u with clients.

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