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4 results found

  1. Sorting of "Activities"

    188 votes
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    14 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Anonymous supported this idea  · 

  2. Change First Review to Last Review under Client Review

    452 votes
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    29 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. Automatically update last review date in client review section

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

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

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