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  1. 36 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Ryan supported this idea  · 
  2. 93 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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  3. 80 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  4. 1,256 votes
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    Ryan commented  · 

    So many requests with hundreds of votes calling for improvement on the Client Review system. Please consider.

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    Ryan commented  · 

    Great idea, we need to track when our last review was completed. Currently I use an excel spreadsheet to track that so I know who to schedule meeting with each quarter. It would be nice if Redtail did this for me. Currently we find the client review feature useless. Meeting with clients and tracking how often we meet with them is the core of most advisor's businesses. Thank you for considering.

    Ryan supported this idea  · 
  5. 437 votes
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    Ryan commented  · 

    Please consider, lots of votes here on this one and there are almost 300 votes on another request that is basically asking for the same thing. Currently I'm using an excel sheet to track which is very time consuming. Meetings with clients is the primary job of an advisor and we need to be efficient in this area. Please help.

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    Ryan commented  · 

    Please update. Client reviews is actually one of the main things we do as advisors. Still using excel to track this :(

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  6. 33 votes
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    Ryan supported this idea  · 
  7. 345 votes
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    Ryan commented  · 

    Still having to use an excel spreadsheet to stay up to date on who I have done reviews with and recording when I last met with them for a review. Please consider this feature. Most importantly we need the ability to put in last review date. There is no need to know when their 1st review was. And then need to be able to schedule reminders for scheduling reviews.

    Ryan supported this idea  · 
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    Ryan commented  · 

    For fee based advisors this is a vitual feature for running our businesses. Please consider a full restructure as soon as possible. The recommend the following features:

    1. Input who generally meets (Client & spouse, or other family member, etc.)

    2. Input where meeting occurs (office, home, phone, etc.)

    4. Review frequency

    5. Reminders for those reviews

  8. 119 votes
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    Ryan commented  · 

    Also make this section much more user friendly and available to have on the contact record dashboard page, or at least higher on the list in the left hand column rather than under the "more"

  9. 564 votes
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    Ryan supported this idea  · 
  10. 58 votes
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    Ryan shared this idea  · 
  11. 1,348 votes
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    Ryan supported this idea  · 

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