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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!

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   Michael Collie commented  ·  Dec 9, 2014  ·  Delete…

   Competitors (Sales Force, ProTracker Advantage) have Client Review features as described in the comments. Please enhance the Client Review features to show those clients who's last review contact is outside of the selected range for that client (i.e., quarterly, every 4 months, every 6 months, annually, etc.). I agree with the others that this is a CRITICAL component for our practice as exceeding the frequency of contact expectations of our clients is an absolute must in our business. Thank you!

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   Michael Collie supported this idea  ·  Dec 9, 2014