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Naomi

← Customer Feedback for Redtail Technology

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5 results found

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

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Naomi supported this idea  · 

  2. There should be three editable options under client review:

    69 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Naomi supported this idea  · 

  3. Automatically update last review date in client review section

    107 votes
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    2 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Naomi supported this idea  · 

  4. Change First Review to Last Review under Client Review

    437 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Naomi supported this idea  · 

  5. client review

    37 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Naomi commented  · 

    100% AGREE! What's the point of having this function if the date changes all the time? It also is not accurate on when the client is "overdue" for a review. Being able to see whether or not a client is "overdue" for a review based on the date originally entered would be so much more useful.

    Naomi supported this idea  · 

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