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Melissa W.

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  1. Review Frequency should be More Flexible

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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Melissa W. commented  · 

    When I select for a review or an activity to repeat yearly, I currently have to in several “ordinals” to classify month and day in addition to the start date that I have already put in or select a “monthly” and set it up for an every 12 month repeat and again put in additional “ordinals”. The mere fact that I am selecting a “yearly” repeat should be enough. If I have a start date of 11/10/2016 and request an “Yearly”, I should not need to put in any “ordinals” The system should be able to calculate that yearly means every year on 11/10 so the next review or activity date would then be 11/10/2017. The current set up is cumbersome, confusing, and extremely time consuming for uses. Please correct this!

    Melissa W. supported this idea  · 

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