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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!

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   Lynn commented  ·  May 24, 2016  ·  Delete…

   Put the pop up calendar back in Client Review dates. There were only 2 clicks to set a date, now there are 7. Don't always know "3rd Thursday" or "2nd Wednesday". Please put it back to the way it was i.e. yearly, 2x year, 3 months etc. and then just the calendar. It was so easy to edit also if things change. Now too many choices and determining days, etc.

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   Lynn supported this idea  ·  May 24, 2016