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Dave Watts

← Customer Feedback for Redtail Technology

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  1. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Dave Watts 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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    Dave Watts commented  · 

    And you should be able to run that report for previous months. I have found that once the month ends I can't run a report to make sure we didn't miss any reviews.

    Dave Watts supported this idea  · 

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