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1. Review Frequency should be More Flexible

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   22 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!

   Anonymous supported this idea  ·  Mar 23, 2016
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   Anonymous commented  ·  Mar 23, 2016  ·  Delete…

   Right now, when you set a recurring client review, there is no way to pick a time of day. We do client reviews on 'the first Monday every 6 months at 2:00 PM' for example. Right now, the only way to set this up is to use a recurring activity, but it would be nice to do this through the actual Client Review tool.

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