My feedback

4 results found

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

   1,275 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!

   Naomi supported this idea  ·  Jun 21, 2021

2. Automatically update last review date in client review section

   116 votes

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   2 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!

   Naomi supported this idea  ·  Jun 17, 2021

3. Change First Review to Last Review under Client Review

   454 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!

   Naomi supported this idea  ·  Jun 17, 2021

4. client review

   43 votes

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   1 comment  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Naomi commented  ·  Jun 17, 2021  ·  Delete…

   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.

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   Naomi supported this idea  ·  Jun 17, 2021