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Brennan

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  1. Add Additional Fields to the Client Review Section

    348 votes
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    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Brennan commented  · 

    Yes please add the date last met in the contact somewhere!

    Brennan supported this idea  · 

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

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Brennan supported this idea  · 
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    Brennan commented  · 

    YES PLEASE ADD LAST REVIEW AS A CATEGORY TO CONTACT DASHBOARD!!!

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