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1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

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   65 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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   Kristin commented  ·  Apr 7, 2016  ·  Delete…

   We might review with a client prior to their review date or contact them prior to their Alert, and the Reminder does not allow us to mark the Review as complete.

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   Kristin supported this idea  ·  Apr 7, 2016