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1. Change First Review to Last Review under Client Review

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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!

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   MONIQUE PRESSLEY commented  ·  Aug 4, 2017  ·  Delete…

   there should be a "last review date" field that is visible instead of the "next review date field" we don't normally schedule a next review when the client is in for their current one! so to be able to pull up a client and see when the last time we met with them would seem to make more sense.

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   MONIQUE PRESSLEY supported this idea  ·  Aug 4, 2017