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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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   Heidi Moseley commented  ·  Aug 11, 2017  ·  Delete…

   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".

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   Heidi Moseley supported this idea  ·  Aug 11, 2017