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4 results found

1. Automations: Make the Know your Client Review Date a Trigger Event

   775 votes

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   34 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!

   Emily Kendall supported this idea  ·  Oct 31, 2017

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

   1,280 votes

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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!

   Emily Kendall supported this idea  ·  Aug 10, 2017
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   Emily Kendall commented  ·  Aug 10, 2017  ·  Delete…

   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.

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3. Create a Client Review at the Household Level

   114 votes

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   6 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Emily Kendall supported this idea  ·  Aug 10, 2017

4. Change First Review to Last Review under Client Review

   457 votes

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   29 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!

   Emily Kendall supported this idea  ·  Aug 10, 2017