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1. Change First Review to Last Review under Client Review

   458 votes

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   29 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!

   Lucinda Chalmers supported this idea  ·  Dec 21, 2017
   Lucinda Chalmers shared this idea  ·  Aug 29, 2017

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

   571 votes

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   35 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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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!

   Lucinda Chalmers supported this idea  ·  Mar 15, 2017