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Emily Kendall

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3 results found

  1. 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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    Emily Kendall supported this idea  · 

  2. 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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    Emily Kendall supported this idea  · 
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    Emily Kendall commented  · 

    YES!!! the system should have a way to track meetings occurred using the type of note. Or even being able to run a report that looks at client review date, and filter on note type and dates.

  3. Create a Client Review at the Household Level

    160 votes
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    10 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Emily Kendall supported this idea  · 

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