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1. Automations: Make the Know your Client Review Date a Trigger Event

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   34 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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   Anonymous commented  ·  Apr 29, 2016  ·  Delete…

   Have an option for "not done" or something like that for skipped appts, activities etc. If a client is a "no show" I don't want to delete the activity or mark it as complete, but want it off the calendar as a open activity

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   Anonymous supported this idea  ·  Apr 29, 2016
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   Anonymous commented  ·  Apr 29, 2016  ·  Delete…

   Have a field "last review" that is auto updated after review meeting ; should be displayed on front page list last activity

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