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Kristine Carlson

← 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

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kristine Carlson commented  · 

    Please Permit the "Next Review Date" field to be custom filled. This field is not useful as it is because we pre-schedule meetings and are not able to enter the next meeting into this field.
    It would be nice to see when the last review was held with a client, as well.

    Kristine Carlson supported this idea  · 

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

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kristine Carlson supported this idea  · 

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