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4 results found

  1. Sorting of "Activities"

    199 votes
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    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Anonymous 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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    Anonymous commented  · 

    PLEASE update this to show the LAST REVIEW that actually happened, and then NEXT REVIEW DATE SHOULD BE, instead of NEXT REVIEW DATE. If NEXT REVIEW DATE, it looks like it is already scheduled, when it isn't.

    When scheduling an appointment, there could be a box we check to update the CLIENT REVIEW dates. Also, you could put a box we check off in the CLIENT REVIEW section to say that the NEXT REVIEW IS scheduled.

    Like others, we are using a separate Excel spreadsheet, when the CRM should be tracking this for us.

    THANK YOU. :)

    Anonymous supported this idea  · 

  3. History of Client Reviews

    296 votes
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    12 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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  4. Activities saved as draft

    335 votes
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    26 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Anonymous supported this idea  · 

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