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Shelbie

← Customer Feedback for Redtail Technology

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

    1,256 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Shelbie 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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    Shelbie commented  · 

    When scheduling a review appointment it would be beneficial if reviews linked to clients information. For instance it would be wonderful if a client came in on the exact review month but that doesnt always happen. From what I can see if a client misses their review month then it jumps to the next year. example scheduled 5/1/2013 missed the appointment in May reschedules to meet 5/1/2014. so you do not have a review with this client until next year! Can we link a client to their appointment. or somehow show missed appointments???

    Shelbie supported this idea  · 

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