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  1. 26 votes
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  2. 66 votes
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  3. 102 votes
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  4. 31 votes
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  5. 35 votes
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  6. 17 votes
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  7. 13 votes
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  8. 33 votes
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  9. 19 votes
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  10. 15 votes
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  11. 79 votes
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    Jenn commented  · 

    I'm really struggling to design an audit for my company to make sure that all our clients have a review schedule set. If I have a review schedule entered in for spouse a, spouse b will show up on my list without a review schedule in place. This makes determining who actually doesn't have a scheduled very difficult. I wish I could set review schedules at a family/household level.

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  12. 63 votes
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  13. 1,253 votes
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  14. 25 votes
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  15. 564 votes
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  16. 345 votes
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  17. 49 votes
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  18. 13 votes
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  19. 33 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  20. 31 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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