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

    774 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous supported this idea  · 

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

    1,271 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Anonymous commented  · 

    Would it be possible to have small "check box" next to the appointment dialogue box (where you input appointment description) to check for a review, which would then put the completion of that date as the last review? (Once "Save and Complete" function has been updated)

    Anonymous supported this idea  · 

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