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Loliver

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

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Loliver commented  · 

    At present there is no way to track a missed review because the system automatically projects the next review date. Would like to see the system auto-generate an activity/task on the calendar when a client's review date is reached. This way we could easily see any reviews that were missed because it would remain on our calendar until we flagged as completed. It also makes sense to allow for a change to the next review date as these missed reviews would then be scheduled from the actual date the review took place.

    Loliver supported this idea  · 

  2. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Loliver supported this idea  · 

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

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Loliver supported this idea  · 

  4. Show note comments on timeline

    325 votes
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    9 comments  ·  Redtail CRM » Timeline  ·  Admin →
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