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1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

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   65 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!

   Matthew Schiller supported this idea  ·  Aug 1, 2017
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   Matthew Schiller commented  ·  Aug 1, 2017  ·  Delete…

   Once client is set for reminder for next review, and it shows the client under "Today's Reviews", the reminder for the client should stay there until the advisor clicks off that it is completed. This would be helpful, because I use this as a reminder to call a client for their periodic review frequency. The problem is, if the mark ends on a weekend, a day where you are out, or you don't get to it that day, the reminder falls off. This renders this potentially great tool to useless.

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