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

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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    I would like the Client Review box to add a line for "Most Recent Review" So you would have "Initial", formula for future reviews, "Most Recent Review"- that could be written in, and"Next Review"

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    Anonymous commented  · 

    Client Review has initial review date, and a formula for next review date. We would additionally like a field- that could be searched or reported of course- for Latest Client Review to be seen in the same Client Review box. The actual date of the most recent review doesnt always coincide with the formula and it would be very helpful when looking at a client page to quickly see that last date

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