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1. History of Client Reviews

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   9 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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   Chelsea Peterson commented  ·  Sep 1, 2016  ·  Delete…

   It would be helpful to be able to enter client review dates of not only the first client review, but have a running list of all the dates the client was reviewed. Then we could see a list of the dates and not just override the "first client review date" every time (I don't want to set the recurring reminder). I would just like a history of the dates reviewed instead of just the "first" which then ends up getting replaced.

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   Chelsea Peterson supported this idea  ·  Sep 1, 2016