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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  ·  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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   Michael Owen commented  ·  Jul 15, 2016  ·  Delete…

   I would like the ability to enter the last review date for a client into the system and then be able to run a advanced search or report later on so that I can easily see which of my Rep's clients have have had a review and when it was done last.

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   Michael Owen supported this idea  ·  May 1, 2015

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

   790 votes

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   35 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!

   Michael Owen supported this idea  ·  Jul 15, 2016

3. History of Client Reviews

   296 votes

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   12 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!

   An error occurred while saving the comment
   Michael Owen commented  ·  May 1, 2015  ·  Delete…

   Currently there is no way to easily track the client reviews that my REPS do. I would like to easily see for each client the last review date and easily set a new review date that may not be on a set schedule. Also I would like to have a report that I can view my REPS clients and see if they have missed a review or have not conducted a review recently.

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   Michael Owen supported this idea  ·  May 1, 2015