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1. History of Client Reviews

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   9 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Christine Turner commented  ·  July 12, 2016  ·  Delete…

   It would be nice to have a report option for Client Reviews with a drop down of the type of review given (phone, in office, client home, mailed, etc.). and a date. We don't need to see a reminder report, we want to see when we LAST saw the client.

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   Christine Turner supported this idea  ·  July 12, 2016