Michael Owen

← Customer Feedback for Redtail Technology

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4 results found

  1. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Michael Owen commented  · 

    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.

    Michael Owen supported this idea  · 

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

    775 votes
    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Michael Owen supported this idea  · 

  3. History of Client Reviews

    193 votes
    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Michael Owen commented  · 

    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.

    Michael Owen supported this idea  · 

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

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Michael Owen supported this idea  · 

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