My feedback

1 result found

1. Add Additional Fields to the Client Review Section

   345 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…)
   17 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
   Ashley Koenes commented  ·  January 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

   Save Submitting...
   Ashley Koenes supported this idea  ·  January 13, 2016