KyleeMFA
My feedback
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100 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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KyleeMFA
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141 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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KyleeMFA
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564 votes
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!
KyleeMFA
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202 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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KyleeMFA
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593 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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KyleeMFA
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756 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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supported this idea
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193 votes
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!
KyleeMFA
supported this idea
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437 votes
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!
KyleeMFA
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345 votes
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!
KyleeMFA
supported this idea
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1,253 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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KyleeMFA
supported this idea
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The 'Client Review' section should be more integrated with the calendar so they work together for a more comprehensive client review calendar. When a reoccurring Client Review notice pops up, it should have the ability to schedule the client meeting as an activity in the calendar and mark the review reminder as complete. The review reminder should be set up similar to a task, meaning that it does not go away until it is marked complete. Once the client meeting activity is complete, it should be updated in the Client Review section as "Last Review date".
With the current system to have a client review schedule requires that I put a reminder in Client Review, then create a separate reoccurring task to schedule the meeting, and then create another separate activity for the actual client meeting/contact. In essence I have 3 calendar items for one actual meeting. Not very efficient or calendar-friendly.