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

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   34 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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   Anonymous commented  ·  Oct 25, 2016  ·  Delete…

   Can you please put a note section in when you click on a date in the calendar to schedule a review instead of submitting it and then having to go back in to add a note? I'd like the note section to pop up the first time I am scheduling. Thank you!

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   Anonymous supported this idea  ·  Oct 25, 2016