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Rourke

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  1. History of Client Reviews

    296 votes
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    12 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Rourke commented  · 

    The current review report only shows a persons' review date once. eg. bob is scheduled for a review every 3 months. It will only show him once during the whole year if you try to see the scheduling for the year.

    Rourke supported this idea  · 

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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Rourke supported this idea  · 

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