My feedback

1 result found

1. History of Client Reviews

   193 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   9 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Bill supported this idea  ·  Jul 25, 2017
   An error occurred while saving the comment
   Bill commented  ·  Jul 25, 2017  ·  Delete…

   Add a Annual Review check box to the creating an activity pop up and allow this to be another filter to generating a report. The ultimate goal would be able to generate a report that list all the annual reviews year to date or even have the ability to quickly generate a report that list the last annual review (open/completed) linked to the client. Currently, a report can be generate that list all the open/completed appointments. The ability to separate annual reviews from follow up appointments would be extremely helpful to our firm.

   Save Submitting...