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  1. 13 votes
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  2. 63 votes
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    2 comments  ·  Redtail CRM » Email  ·  Admin →
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  3. 1,363 votes
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  4. 1,946 votes
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  5. 1,259 votes
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    An error occurred while saving the comment
    Anonymous commented  · 

    When we pull a contact's info there should a label of "Last Review" which we can update manually as we have client reviews. This would allow us to immediately know when the last client review was and run reports such as who has not had a client review in the last 6 months. I think its crazy that this is not in your system especially since its been in the works for 4 years. We have thought about changing CRMs solely due to this problem since review meeting and client contact is so important in our business.

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  6. 437 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Agreed! There should be a "last review date" so we can run a report such as who had their last review date over 6 months ago.

  7. 762 votes
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  8. 193 votes
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  9. 315 votes
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