Chrissy Hatcher
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9 votesChrissy Hatcher
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1,271 votes
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1,239 votes
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Chrissy Hatcher
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925 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Chrissy Hatcher
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452 votes
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!
Chrissy Hatcher
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774 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Chrissy Hatcher
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348 votes
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!
Chrissy Hatcher
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15 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Chrissy Hatcher
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42 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Chrissy Hatcher
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86 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Chrissy Hatcher
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216 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Chrissy Hatcher
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421 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Chrissy Hatcher
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Is this STILL under review?! Considering that a CRM is a Customer Relationship Management System, it seems that this should be a top priority.
At our firm, we need to know the dates for the previous three (at least) client reviews, and we need to be able to run a report towards the end of the year that can show us who has not had their third and final review of the year, or who has not had one at all.
It's also not realistic that you could schedule a client on the first, second, or third day of a month in a reoccurring fashion as that is just not how scheduling with human beings works. It would be nice to have an idea of which clients should be having a review within the next month based on their review frequency(i.e. quarterly, or annually). Right now, we are manually updating UDF's on a regular basis and it's a huge time killer. Just to update the first, second, and third review dates of all of our clients takes about 2 days.
Another issue we've run into is in Know Your Client. The system will push a date automatically to the next date without even notifying us (the users) that the review is overdue. It should continue to be displayed as overdue until it is marked as a completed review somehow.
As a firm, we would like to see more ways to customize our Redtail CRM system based on our needs.