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1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

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   131 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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   Lucinda Chalmers commented  ·  Aug 29, 2017  ·  Delete…

   Instead of "First Review" as the selection under Client Review, would rather have it phrased as "Last Review". The review dates are never going to always be the same day of the designated cycle. Better to change as they are scheduled.

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   Lucinda Chalmers supported this idea  ·  Aug 29, 2017