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1. Change First Review to Last Review under Client Review

   452 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!

   570 votes

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   35 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  ·  Mar 15, 2017