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

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   65 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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   Glenn Grosh commented  ·  Nov 21, 2011  ·  Delete…

   Review dates currently automatically roll over to the next time period after a few days. Please add a feature that keeps review dates from rolling over. I want to manually do this. The current system allows you to miss a review date should you not review the report within a few days.

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   Glenn Grosh supported this idea  ·  Nov 21, 2011