My feedback

1 result found

1. History of Client Reviews

   193 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   9 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Christine Turner commented  ·  Jul 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.

   Save Submitting...
   Christine Turner supported this idea  ·  Jul 12, 2016