Jess Lewis
My feedback
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242 votes
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Jess Lewis
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1,271 votes
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An error occurred while saving the comment Jess Lewis
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We had a feature in the old CRM that would remove a client from the Client review report once the client was scheduled and had a set appointment.
With the new CRM when I run the report, I am still showing clients who have scheduled appointments and have been seen, yet they still show up on the report.
Example: If I run the client review report ( I run a 7 days past due and 7 days ahead) and Joe a client is scheduled to come in 7/5/2017. We contact him, put him on the calendar for a week out 7/12/2017. The following week I run the report and his name is still listed on the report. After he has been scheduled and seen in our office.
If there is a way to have these client removed from the report after they have been scheduled?? It would be very helpful for our office.
Jess Lewis
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570 votes
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!
Jess Lewis
supported this idea
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I agree- our office has just recently switched over to the new Tailwag version. We find it very difficult when we click under "accounts" and see just the account number, vendor and dollar amount.
It makes it even more difficult when we want to look at the family house hold accounts to see the total dollar value of 1 household and find all the accounts together. We cannot tell who's account is the husband, wife's or kids.
After scrolling through the comments I have tried go in and edit some of the accounts. However it takes a lot of time out of my day when I have to manually edit clients who have 15-20 accounts per household. I have to look in Albridge, and confirm the information then go back click into Redtail and update each account. Again very time consuming!
If possible please change how we view accounts and show who the account belongs to- our office we greatly appreciate the change!