Heidi Moseley
My feedback
3 results found
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15 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Heidi Moseley
supported this idea
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15 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Heidi Moseley
supported this idea
·
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756 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!
An error occurred while saving the comment Heidi Moseley
supported this idea
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Client Review reminder section needs to be integrated with the calendar. When creating an activity, one of the "types" offered from the drop down should be "Review". Then the "Client Review" section should be able to pull up that information to schedule the next reminder based on the last Review that was actually scheduled/completed. Also, need to be able to set the repeat frequency in Client Review reminder for "semi-annually".