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1. Make it possible to change a client's next review date without changing first review date!

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   35 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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   Bernadette Pesce commented  ·  Dec 17, 2020  ·  Delete…

   This is important. For a lot of our long-term clients, the first review date is significantly different from the current review dates for the past couple of years.

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   Bernadette Pesce supported this idea  ·  Dec 17, 2020