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Kristine Carlson

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  1. 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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    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

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Kristine Carlson 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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    Kristine Carlson supported this idea  · 

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