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1. Add Additional Fields to the Client Review Section

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   18 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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   Ashley Koenes commented  ·  Jan 13, 2016  ·  Delete…

   On client review reminder reports I think it would be good to add the type of review the client is whether its a mailed, in office, and advisors going to the clients house and the clients contact information

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   Ashley Koenes supported this idea  ·  Jan 13, 2016