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Jessy Gilger

← Customer Feedback for Redtail Technology

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

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jessy Gilger commented  · 

    Has there been any update to this? This seems like a major area of improvement and has not been addressed in the last 4 years??

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    Jessy Gilger commented  · 

    Please this is necessary. See Gina Pederson's comment.

    Has RedTail been reviewing this since July 2014?

    Jessy Gilger supported this idea  · 

  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  ·  Admin →
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    Jessy Gilger commented  · 

    Please address this issue. Multiple people have requested something similar.

    Jessy Gilger supported this idea  · 

  3. Change First Review to Last Review under Client Review

    452 votes
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    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jessy Gilger supported this idea  · 

  4. Automations: Make the Know your Client Review Date a Trigger Event

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Jessy Gilger supported this idea  · 
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    Jessy Gilger commented  · 

    The NEXT REVIEW date on the top left of the client record would be a completable activity that would then schedule out another call/task based on the frequency selected.

    For Example:

    A client set to have quarterly reviews would show their next review date. Once this activity or call to schedule the review has been completed then the next review date would be set for three months later.

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