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  1. Change First Review to Last Review under Client Review

    452 votes
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    29 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

  2. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Yes! Including minor kids names and BDs that we have entered as connected. Their professionals with related phone and address. Oh and of course their address and phone. Had this on one of your competitors and we all loved it as we left for client meeting trips.

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

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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