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1. History of Client Reviews

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   9 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   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  ·  July 25, 2017
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   Bill commented  ·  July 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.

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