Skip to content

Jason Grover

← Customer Feedback for Redtail Technology

My feedback

1 result found

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

    2,298 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    167 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Jason Grover commented  · 

    It would be very helpful if an activity was automatically created for client reviews so that we can track, follow up, make notes, postpone ect... Currently, we have to manually input the review after checking the know your client section.

    Jason Grover supported this idea  · 
    An error occurred while saving the comment
    Jason Grover commented  · 

    Annual Review automation